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

To: Robert who wrote (30231)	5/17/1999 3:45:00 PM
From: Henry Eichorszt	Respond to of 70976

5/17/99 Merrill Lynch reiterates 1-1, target $80 reports Tuesday after close $0.25 estimate, the bellwether semi-equipment stock could be modest upside to our revenues and EPS

To: Robert who wrote (30231)	5/17/1999 3:46:00 PM
From: Henry Eichorszt	Respond to of 70976

5/17/99 Merrill Lynch reiterates 1-1, target $80 reports Tuesday after close $0.25 estimate, the bellwether semi-equipment stock could be modest upside to our revenues and EPS

To: Robert who wrote (30231)	5/17/1999 3:48:00 PM
From: Jeffrey D	Read Replies (1) \| Respond to of 70976

Robert:<<I think I remember Brian saying he has some SFAM, but I really think AMAT is going to crush them like a bug. >> Robert, I focus only on AMAT and one of their suppliers, HELX. I did have NVLS for awhile but sold it. All fine companies you listed so best of luck if you are in them. AMAT has already crushed one "bug" here.....what was that Bug's name again? <gg> Jeff

To: Robert who wrote (30231)	5/17/1999 3:59:00 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 70976

Robert, Re:I remember Brian saying he has some SFAM, but I really think AMAT is going to crush them like a bug For the most part I agree with this, which is why SFAM is a very insubstantial portion of my holdings. I hold them merely as a hedge, a pure play on CMP, one of the fastest growing segments in the coming years. Brian

To: Robert who wrote (30231)	5/17/1999 4:15:00 PM
From: Katherine Derbyshire	Respond to of 70976

>>I think I remember Brian saying he has some SFAM, but I really think AMAT is going to crush them like a bug. Will this be the almost universal fate of all of the smaller caps, to be gobbled up or crushed?<< There are more SEMI members now than there were 10 years ago. No, they aren't all thriving, but IMO it's a bit simplistic to argue that the large caps will universally gobble up or crush the small caps. You have to balance economics of scale and global reach (large caps) against flexibility and responsiveness (small caps). The large caps don't always win. Katherine