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

To: Proud_Infidel who wrote (23368)	8/26/1998 6:54:00 PM
From: Bald Man from Mars	Read Replies (1) \| Respond to of 70976

I personally do not believe the risk/reward ratio is particularly appealing at this point ... Not that you will not make a profit holding a couple of years, but you definitely will be better off buying in the low 20s ...

To: Proud_Infidel who wrote (23368)	8/26/1998 7:47:00 PM
From: hdr	Read Replies (1) \| Respond to of 70976

Brian, From Steve Taylor, an Applied spokesman,... "We've indicated that we don't know how long it will last and we're not sure if we've hit the bottom as far as the fall," " We're going to have knuckle down for the next couple of quarters." Austin American Statesman 8-26-98

To: Proud_Infidel who wrote (23368)	8/26/1998 9:19:00 PM
From: Katherine Derbyshire	Read Replies (5) \| Respond to of 70976

>> When the upturn begins, AMAT will have the broadest line of low-k, copper tools of anyone on the block, along with additional market share in every category. << This statement is simply not true. Novellus at this moment has a broader line of announced copper deposition tools than AMAT does. Many of the low-k materials being contemplated are spin-on polymers and AMAT has no announced entries in the spin-on coating market that I'm aware of. Yes, AMAT is a gorilla. Even gorillas are mortal. Blind faith is hazardous to your wallet. Katherine