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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: Jong Hyun Yoo who wrote (5339)	2/4/2003 1:06:08 PM
From: Lizzie Tudor	Respond to of 25522

Thanks very much for that analysis.

To: Jong Hyun Yoo who wrote (5339)	2/4/2003 2:43:37 PM
From: semi_infinite	Read Replies (1) \| Respond to of 25522

At what price for amat would you be willing to add more (assuming you want to add)? TIA

To: Jong Hyun Yoo who wrote (5339)	2/4/2003 7:42:38 PM
From: Kirk ©	Read Replies (1) \| Respond to of 25522

JHY Good to have you back posting and I appreciate your analysis. Kirk

To: Jong Hyun Yoo who wrote (5339)	2/4/2003 9:18:27 PM
From: Cary Salsberg	Read Replies (3) \| Respond to of 25522

RE: "This is especially so for AMAT compared to other competitors such as LRCX and NVLS." I am interested in your analysis of AMAT, but I am troubled by your placement of LRCX and NVLS in the same sentence. I have watched the industry for almost 13 years now and history indicates that NVLS is a first rate company along with AMAT and KLAC and LRCX is a second rate company. LRCX has failed in CVD and seems to be failing in CMP. It is a one-trick pony, etch. I listened to NVLS's CEO Hill talk about AMAT in the conference call. He isn't worried about AMAT's fragility or LRCX's CMP. In fact, the NVLS purchase of SFAM is probably a death knell for LRCX CMP.