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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: davesd who wrote (9163)	10/21/1997 11:42:00 PM
From: roly	Read Replies (1) \| Respond to of 70976

Dave, Are you suggesting not to consider AMAT's future growth especially in the 300 mm in todays market? Do you think AMAT's management will invest in millions or billions to expand the infrastructure in Austin without seeing the potential of the 300 mm market? Why would AMAT hire close to 2000 employees? Doesn't make sense to me to make these investments if AMAT's management don't see the return. Do we wait for the 300 mm to be tested and produce before buying AMAT? I would say that would be too late. AMAT will be $200 by then. Regards Roly

To: davesd who wrote (9163)	10/22/1997 9:00:00 AM
From: Proud_Infidel	Read Replies (1) \| Respond to of 70976

Re: Also, remember 300mm tools will generally be 30 to 40% higher cost than 200mm. 30-40% higher cost for a 2.25X increase in output. Hmm, let me do the math.....

To: davesd who wrote (9163)	10/22/1997 2:40:00 PM
From: Paul V.	Read Replies (1) \| Respond to of 70976

Dave and Big Buck, Except for servicing and replacement parts for Semi/Equipment what is the driving force which will increase AMAT's profit position. I would assume that the service end is very labor intense. I wonder how much markup for service calls and replacement parts there is. If the service and replacement calls generate tremendeous revenues then the profit margin of AMAT could continue to excellent profits. If not, then revenues may be down. Tito's postings of 2,000 may be right on but what I have noticed is that there is a learning curve before the new employees get up to speed and productivity. In your opinion, is the percepts that you, Big Buck and I have expressed the reason for the reduction of AMAT prices? What will fill this time lag until the future 300 (12) wafer and 0.25 reaches the readiness level for the intl's, mot's and txn? If the servicing, replacement parts does not generate additional profits then where will earning come from? If I interpret Big Big Bucks and your opinion correctly the future looks bright for AMAT in 1999 but what is going to carry it until the new products come out? As a non-technian and not knowledgable of the entire AMAT and semi/equip. process except that which I read on this site. I try to assimilate what acquire from our joint knowledge base on this site and then draw investment conclusions. What are your views on the future of these impacts on AMAT and Semi/Equip? Thanks, Paul V. T