Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 261.81

+0.4%

3:59 PM EST

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To: Big Bucks who wrote (33865)	1/19/2000 3:09:00 PM
From: Lone Star	Read Replies (1) of 70976

Look at NVLS comments for your preview. From memory, something like 1.5:1 book to bill, and did not Hill say 2000 to be a 70% increase ( revenue?) over 1999. While NVLS still just sell CVD, AMAT is already a force in inspection on acquisitions only 2 years old,just bought ETEC, expanding everywhere like the blob. Increasing their market presence in a rapidly expanding overall market. As to the cost of fabs, whats your point? If the markets are there, and they sure look to be, someone will build fabs to meet the demand. i'm just glad there isn't the mad dash at the first hint of a sustaained upturn like many prior times- maybe just maybe we won't overbuild this time. Naahhh- of course we will! ;)

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