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

To: Will Lyons who wrote (54008)	10/9/2001 6:40:07 PM
From: Cary Salsberg	Read Replies (1) \| Respond to of 70976

ASYS - 9 months revenue $20M. 3 products-loaders, polishers, diffusion furnaces. In business since 1981. They have much larger competitors; their products have very small market share; their 5 year profitability metrics are less than the industry average; they focus on 8 inch wafers; they have medium technology products. The probability of AMAT sales going up 3 times in the next five years is much higher IMO than that of ASYS. I take AMAT! Next, tomorrow!