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

To: matt dillabough who wrote (20673)	9/20/2006 3:57:43 PM
From: etchmeister	Respond to of 25522

Within the wafer fab equipment group, firm favors vendors with above-average market share in memory (VSEA, LRCX) as well as vendors with growing market share within the memory segment (AMAT). Varian is making new 52 week highs FWIW: Still believe Varian's and Lam's gains are inflicting pain for AMAT. Supposedly LRCX's share at 65 nm increased compared to 90 nm; just look how hard it is for NVLS to crack AMAT's CMP business; I am pretty sure AMAT is trying everything to get back into etch. Did anybody notice how few shares it took yesterday to take some gains from the super volume day back?