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

To: Richard Richardson who wrote (10550)	11/8/1997 7:47:00 PM
From: akidron	Read Replies (1) \| Respond to of 70976

not on your list but i'll reply anyway. no established pure semi equipment manu can compete. homever look for siemens, thompson, and various japanease diversified electronics concerns to pile in if margins stay rich. europeans already very agressively talking about entering arena as it is of stratigic importance. siemens has 300mm tools already and thmpson has made small aqu. in area. none of this is short term, but medium to long there will be consolidation. these co's buying the smaller us guys and making huge investment in catch up r&d. don't be shocked if big blue takes a bite at some point too.

To: Richard Richardson who wrote (10550)	11/8/1997 8:43:00 PM
From: Cary Salsberg	Read Replies (1) \| Respond to of 70976

Richard, RE: "...the closest rival's total revenues per year is about $460 million." AMAT has 2 rivals with annual revenues over $1B, KLAC and LRCX! RE: "Is it because AMAT is trying to grab the whole enchilada and the others focus on specific subsets of the semi-equipment area?" AMAT is in more niches than any of its competitors. It is not "trying to grab the whole enchilada", but it uses its size and diversity as competitive and marketing tools. Cary