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

To: Matt Webster who wrote (18425)4/2/1998 1:22:00 PM
From: Big Bucks  Read Replies (1) | Respond to of 70976
 
Matt,
Wish I knew, but I think AMAT is the gorilla of its' industry and has
a more diversified product line. Gorillas get a lot of respect!

BB



To: Matt Webster who wrote (18425)4/2/1998 1:53:00 PM
From: Proud_Infidel  Read Replies (1) | Respond to of 70976
 
Matt,

I cant speak for ASND, but KLAC & AMAT tend to trade in tandem most of the time. They are both leaders in their fields so each gets a premium. However, AMAT has recently moved into metrology w/ the acquisition of Opal & Orbot so KLAC may not necessarily trade in tandem if AMAT can eat some of their pie. 4-5 yrs out though, both will prove to be phenomenol investments at these prices.

BK


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