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Politics : Formerly About Applied Materials
AMAT 318.63-3.0%Feb 3 3:59 PM EST

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To: nnillionaire who wrote (8253)9/28/1997 2:18:00 AM
From: roly   of 70976
 
Dennis,

<<This copper technology thing IS a big deal>>. That's your
opinion, time will tell.

<< Because IBM and AMAT have cross licensing agreements, your investment is still safe, though.>> How do you know? See news below.

"Analyst Byron Walker said: ``We believe the copper portion of the new IBM(IBM - news) chip is being done on an unannounced Novellus tool."

NVLS up by 7 since 9/19, AMAT down by 5. Coincidence?

Roly



Analyst Byron Walker said: ``We believe the copper portion of the new IBM(IBM - news) chip is being done on
an unannounced Novellus tool.''
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