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

To: Big Bucks who wrote (7582)	10/17/2003 12:33:53 PM
From: rhering	Read Replies (2) \| Respond to of 25522

BB, I worked for Applied for ten years in a variety of management capacities (operations & some marketing). I left a few years ago. Just an awesome company with an engineering talent pool that was and I'm sure still is unmatched anywhere. Some phenomenal people. I never knew him personally, but at some point, someone will write a book about what an incredible job Jim Morgan did to build this company into one of the first truly global high tech corporations. Just a wonderful human being, whose character and sense of integrity held many big egos in check for 20 years, for everyone's (customers, employee's and investors) benefit. Now, looking at it from the outside (and long the stock)I'm very hopeful that Michael Splinter's insights into the chip manufacturing process will be able to build on Morgan's legacy. Given the increased importance of Fab integration and cost reduction with 300MM I think he brings a lot to the table. This, coupled with Applied's historically long investment in Asia should position them well for market share, and new market, qains in the next upcycle. Regards, Roger