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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 (5352)	2/5/2003 9:22:26 PM
From: Cary Salsberg	Respond to of 25522

RE: "This company has struggled in mid 1990's due to poor business management. However, since Bagley's taking role as a CEO, the company has come a long way. I believe that LRCX has surpassed AMAT in the etch market and has very competitive position against TEL. In the mid to late 1990's, LRCX lost half of its book value. I believe Bagley provides much better management. LRCX has always held its own with AMAT in etch. Leadership between the two has shifted back and forth. LRCX has had no other successes. Based on overall research and product development results, I find it hard to believe that your claims of LRCX's success versus AMAT is more than temporary. Please provide more details about why you think LRCX has surpassed AMAT and please comment about how sustainable LRCX's edge is likely to be. TIA