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


To: Proud_Infidel who wrote (7635)10/20/2003 3:27:15 PM
From: rhering  Read Replies (3) | Respond to of 25522
 
Brian,

I agree with your perspective on LRCX. Lam is one of the best managed companies in the industry. Bagley & Newbury are top notch.

I've always thought a LRCX & NVLS merger with Bagley on top would provide the greatest competition to AMAT but it looks like it is not in the cards. It's too late now into the pending upcycle to do it now.

Regards,

Roger