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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?


To: Cary Salsberg who wrote (37553)9/28/2000 5:24:50 PM
From: Proud_Infidel  Read Replies (1) | Respond to of 70976
 
Cary,

was negative in that it stated that AMAT had limited growth in its current businesses and would reach $20B by expanding into new businesses

I don't know what you consider to be "limited growth," but a doubling of revenues in only 4 years is pretty amazing no matter how you slice it.

Additionally, AMAT needs to get into areas in which they may tread on some toes, simply because their customers are asking for an end to end solution. And since nobody else can provide this, it will prove doubly attractive to manufacturers.

BK



To: Cary Salsberg who wrote (37553)9/28/2000 5:45:57 PM
From: Demosthenes  Respond to of 70976
 
Cary,

<<. The new businesses mentioned did not include lithography and seemed unlikely to produce the new revenues required.>>

Message 14475860

D