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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Cary Salsberg who wrote (4346)	7/29/2002 3:10:43 AM
From: Barry	Respond to of 95546

Cary, Three points: 1. I'm not for attacking options. I just want honest accounting for them. Marking their value to market is the best, most honest method of accounting for their cost to current shareholders. For any company, the revenue provided by customers (after the cost of materials and infrastructure used to produce or provide the product) is split amongst management, employees, and shareholders. As a shareholder, I want an honest assessment of how much is given to management and employees, and how much is left over for me, the shareholder. 2. Timeframe is very important for how well shareholders of AMAT have been rewarded. If you were prescient to purchase AMAT many years ago, you've been well rewarded. Unfortunately, I didn't follow semi equips until 1996...and I chose PRI Automation instead of AMAT. In any event, 300mm was supposed to be around the corner back then....and it's still struggling to gain traction today (maybe another two years before it finally, finally takes off?). 3. In agreement with respect to Hewlett and Packard - they are among the best, and I like the way they took care of employees. Wasn't the best for shareholders, but shareholders did well enough not to worry about it. Of course, Carly is a whole 'nother story.....a typical greedy corp exec who I disdain wholeheartedly.