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

To: davesd who wrote (10556)	11/8/1997 10:12:00 PM
From: Big Bucks	Read Replies (2) \| Respond to of 70976

Dave and Akidron, An interesting concept, suppose a large chip manufacturer did start selling equipment, that would only make their own equipment purchases a "wash". Basically it would mean that other fabs would be funding their equipment "purchases" at no cost to them since the revenues generated would likely be used to maintain their fab(s) with the most up-to-date equipment. For that matter, AMAT could be purchased for $26B and would result in an instant cash payback of $1.3B that is in the bank, and yield returns that would pay for the aquisition in 3-5 years. If this happened I just hope they buy it for a premium price of $100 per share.8^) Just speculating here! BB