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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: w0z who wrote (9884)	6/5/2001 1:15:27 PM
From: James Calladine	Read Replies (1) \| Respond to of 10921

AMAT CONSUMER ADVERTISING: I echo your comments completely. In Advertising 1.0 (even before Advertising 1.01) you learn: 1) Decide on WHAT it is you have to offer 2) Decide on WHO it is you are appealing to 3) Target them directly by skillful use of media The general public are not: -- semiconductor companies with their own fabs -- semiconductor foundries The general public are not even aware of the semiconductors used INSIDE the products they purchase, let alone which semi-equipment company's tools were used for some part of the process. If AMAT wants to talk to investors, they can target them infinitely easier, and much more cheaply. There are a huge number of Internet financial sights on which AMAT could buy banners for relatively peanuts. And many other possibilities as well. If AMAT were a near-term candidate for the website FuckedCompany.com OR a stupidly managed dotcom company run by people with a bet-the-farm mentality, such behavior would at least be understandable. No question, AMAT is a truly great company. But this is not how they got there. Namaste! Jim

To: w0z who wrote (9884)	6/5/2001 4:37:45 PM
From: Proud_Infidel	Read Replies (3) \| Respond to of 10921

Bill, Your post sounded nice, however you still did not answer the initial question I posed: Can ANYONE name me 1, that is ONE, company with 10B in sales with no advertising or commercials?

To: w0z who wrote (9884)	6/6/2001 1:26:45 AM
From: JOHN N.	Read Replies (1) \| Respond to of 10921

Very good points Bill. Of course, you have to realize that the public awareness program is being sponsored by Carly Fiorina. After all, Isn't it that type of performance that justifies a start up bonus of $40 million and a similar annual salary at HP? No wonder the rest of the company had to have pay cuts to offset her outrageous salary. Was it really worth it?