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

To: Proud_Infidel who wrote (8591)	1/26/2004 12:41:23 PM
From: Ira Player	Respond to of 25522

I don't think it had to be... AMAT bought an asset in a field they had no experience in and, in my opinion, proceeded to destroy it. While AMAT has complex systems, they did not have anything nearing the complexity of mask creation lithography. They "don't know what they don't know" and make poor decisions because of that... Etec, it appears, would not have survived because of cash flow issues, if not for the AMAT purchase. However, it could have done well within AMAT, if they learned before acting... Ira