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

To: Jeffrey D who wrote (5865)	3/18/2003 10:33:44 AM
From: Jeffrey D	Read Replies (1) \| Respond to of 25522

Well, I guess Captain Morgan thinks part of the "next reality" is wireless. Jeff << Mar 18, 2003 (Al-Bawaba via COMTEX) -- Applied Materials Ventures has investment in wireless player M-Stream Inc. The investment is part of a $1.5 million series A funding round that includes Broadcom Corp. In return for the funding, Applied Materials Ventures will have a seat on M-Stream's board of directors. "We are very pleased to add M-Stream to our portfolio as the first of many international investments," said Julien Nguyen, a general partner at Applied Materials Ventures, in a statement. "All over the world, innovative companies like M-Stream are developing new technologies with global applications. We intend to seek them out. " As part of this strategy, Applied Materials Ventures recently established a presence in Israel, where the cellular communications company is headquartered. Applied Materials Ventures said it now employs a full-time professional to identify promising investment opportunities in the Israeli technology sector. The firm said it intends to extend its presence to other international markets, as well. - (menareport.com)

To: Jeffrey D who wrote (5865)	3/18/2003 11:30:09 AM
From: Mark Marcellus	Read Replies (1) \| Respond to of 25522

What do you think he means that "the business environment will be different?" What does he see as the "next reality?" Asked and answered on yesterday's call (about 32 minutes in). appliedmaterials.com I recommend listening to the whole call, if only to see how pathetic many of the analysts following this company are. <paraphrase>"Please tell me how much you're going to make next year so I don't have to figure it out myself? Pretty please?"</paraphrase> From the description of the charge that was given to the restructuring team, it sounds like nothing is off limits.