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

To: Cary Salsberg who wrote (11748)	10/17/2004 10:58:18 PM
From: C_Johnson	Read Replies (2) \| Respond to of 25522

$0.02 for the jar..... If NVLS management was so painfully honest why don't they admit what has transpired since they hired the supply chain manager that buried Lam in the mid-90's? Due diligence from press releases, wire stories and quarterly conference calls is superficial - at best. It does not even scratch the surface of relationships that are generated at the manufacturer/equipment/supplier level. Also, I'd appreciate someone detailing why the PVD ramp is just beginning and the CMP ramp is imminent. Are there process reasons or is this just another of those chat-room speculations? Carl