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

To: Kirk © who wrote (7649)	10/21/2003 4:01:22 PM
From: Cary Salsberg	Respond to of 25522

RE: "I believe this has hurt NVLS's results..." This subject was addressed in the NVLS conferenc call during Q & A. Hill indicated that the impact of the SFAM acquisition has not been material. NVLS bought PVD (from Varian), a surface cleaning company, and SFAM. They have previously commented on how difficult it has been to compete with AMAT in PVD, but they persevered and have been successful. In this Q conference call they declared the surface cleaning merger a success.