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


To: Kirk © who wrote (7660)10/22/2003 9:52:20 AM
From: Proud_Infidel  Respond to of 25522
 
I must admit I will be very disappointed if the Teres is discontinued, as I had high hopes for it breaking through at some point.

It is not "just another product" as it won 1999 Editors' Choice Best Product Awards:

reed-electronics.com



To: Kirk © who wrote (7660)10/22/2003 10:37:14 AM
From: rhering  Read Replies (1) | Respond to of 25522
 
<<That would say the value form ONTK was the people, not the technology in the long run>>

I agree. Moreover I thought at the time Bagley's move to ONTK was a way for him to immediately stay in the industry after he left Applied, as I don't think Applied competed with ONTK at the time. After two years he was free to move back into a competitive position and I'm sure Lam was very happy to get him and ONTK came along as a bonus.

Regards,

Roger