Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 322.32

-5.6%

Jan 30 9:30 AM EST

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To: Tito L. Nisperos Jr. who wrote (4820)	5/23/1997 7:16:00 PM
From: Kevin Trilli	of 70976

Furthermore, the foundries are handling the lower complexity products and leaving the higher complexity devices to the primary companies. An analog I am used to hearing for much more low tech products, which takes some getting used to when referring to semiconductor devices. >>Kumar, Fabless Fabs are mushrooming, as you said, because tihe Chip-Makers can not assemble their own Fabs fast enough!.>> BTW, lots of good rumors going around the SEM world (of which I am part of) as to how well AMAT will actually do over the next several quarters. I will be adding significant portions to my long term position as soon as I feel the price has stablized. My medium term position is already too heavy in AMAT ;-) [Kumar will understand my allocation ;-)]

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