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Semiconductors: Applied Materials vs. Novellus

Robert Castellano submits:

Applied Materials (AMAT) just announced an outstanding Q1. Along with the announcement came conjecture by some industry analysts regarding Applied’s market positions in the semiconductor equipment industry. [Read Applied Materials F1Q10 earnings call transcript here.]

While I will not know Applied’s rankings for 2009 for another few months after I collect revenue breakouts from the company and all its competitors, we can take a look at the trends over the past 20 years to try to see how Applied is positioning itself against its competitors, particularly Novellus (NVLS) in the vacuum space.

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