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

To: Cary Salsberg who wrote (54116)	10/13/2001 8:33:51 PM
From: StanX Long	Read Replies (1) \| Respond to of 70976

Thanks for your industry insight. I worked for General Signal Thinfilm and later ASM Vertical Furnaces, I was in the Horizon and Vertical business for 6 to 7 years. When I was with GSTC, we installed the first 24 Vertical Furnaces in the IBM Burlington, VT. It was a pleasure working in Vermont for the four years or so. Horizontal is very old batch technology. I was considering buying ASYS, but I was recalling ASYT who I believe is in the wafer handling and smiff interface. ASYT should do well when thing turn up. Stan

To: Cary Salsberg who wrote (54116)	10/13/2001 8:46:13 PM
From: Will Lyons	Respond to of 70976

Carl i am not looking for a gorilla, just a double or a triple and IMHO a niche player that is realistically priced may be able to do better than the big guys..starting at much higher p/e. I am aware of the difff between horizontal and vertical but in difficult times a lower cost niche may be a good deal. CVV for instance is counter cyclical in that they refurbish equipment , and benefits from reluctace to buy new equipment. GGNS has a new approach with ALD Also do not have to wait for another haircut to bring down price to a reasonable level. AMAT is great but if they add a new product it has to grow very far to make a difference because of the size , a small niche having the same product carries it to the bottom line without the dilution of the existing business DYSL is at 3x even after a big write off and has paid back its high rate loan so could easily go back to 2 or 3. Unfotunately the spread is about 50 percent so this one is unplayable! I like AMAT for the long haul and the rising tide should lift many boats. regards WL

To: Cary Salsberg who wrote (54116)	10/13/2001 9:12:55 PM
From: Will Lyons	Read Replies (1) \| Respond to of 70976

Carl i am not looking for a gorilla, just a double or a triple and IMHO an niche player that is realistically priced may be able to do better than the big guys..starting at much higher p/e. I am aware of the difff between horizontal and vertical but in difficult times a lower cost niche may be a good deal. CVV for instance is counter cyclical in that they refurbish equipment , and benefits from reluctace to buy new equipment. GGNS has a new approach with ALD Also do not have to wait for another haircut to bting down the price to a reasonable level. AMAT is great but if they add a new product it has to grow very far to make a difference because of the size , a small niche having the same product carries it to the bottom line without the dilution of the existing business DYSL is at 3x even after a big write off and has paid back its high rate loan so could easily go back to 2 or 3. Unfotunately the spread is about 50 percent so this one is unplayable! I like AMAT for the long haul and the rising tide should lift many boats. regards WL