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


To: Jong Hyun Yoo who wrote (8373)12/23/2003 6:11:58 PM
From: rhering  Read Replies (2) | Respond to of 25522
 
RE:Sass
He'll certainly end up somewhere, and I'd suggest buying in wherever he goes, but he'll be at LAM only over Bagley's dead body. Novellus would be more likely as they seem to be having ongoing product problems... .ie getting killed in Low-K.



To: Jong Hyun Yoo who wrote (8373)12/24/2003 11:47:33 AM
From: Kirk ©  Read Replies (1) | Respond to of 25522
 
Somekh does have experience, long ago, in etch
appliedmaterials.com
As for a golden handshake, those can be ignored if someone really wants to be in charge (CEO) and if the other company looks like it will eat AMAT's lunch. Going there with a similar options package could mean more money long term anyway if successful.

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