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Politics : Formerly About Applied Materials

AMAT 256.89

-1.2%

Dec 31 3:59 PM EST

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To: w0z who wrote (31416)	7/13/1999 10:42:00 AM
From: Tony Viola	Read Replies (2) of 70976

Re CNBC appearance, Morgan was in a room or booth with real equipment, I guess at the conference going on this week. Very upbeat as has been the case all year. He's beginning to look, sound, to me, something like super-salesman Chambers of Cisco, I believe a friend of his. This is meant as a positive. Nothing really new came out, but what was said: - 0.18 micron, copper and 300 mm are the drivers for the next 2 - 3 years. He also mentioned low K dielectric for faster basic transistor realization, which Intel has been concentrating on for speed improvement, as a driver over the next 2 - 3 years. Haynes asked if customers had to buy new equipment for each of these drivers. Morgan more or less said yes. "You had to pay to play." Not sure though, and I don't know enough about the different pieces to comment. Katherine, please? - AMAT gaining share because they have more of the tools than anyone else. One stop shopping. - Japan looking much better recently. - Haynes asked "what inning are we in re the comeback. Morgan: "just getting started." I know I missed something. Anyone else? Tony

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