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


To: Road Walker who wrote (8599)1/26/2004 7:42:01 PM
From: rhering  Read Replies (1) | Respond to of 25522
 
It will be interesting to compare NVLS's perspective with AMAT's next month. I suspect Novellus's troubles are company specific as AMAT is eating their CVD market.

It will take Sass a while (1-2 years) to turn it around, if he can. The long term risk to AMAT will be a function of who he pull's over to join him. St. Dennis is already there, maybe others (Nulman, Kori, Aranovich, Sinha will follow).

Roger