Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 339.94

+3.3%

Feb 11 3:59 PM EST

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To: Kumar Nathan who wrote (4168)	4/30/1997 12:58:00 AM
From: Gottfried	of 70976

Kumar, >>suspicion is that AMAT will have more expenses in terms of warranty & support expenses. Conversely, this can be viewed as a potential revenues for IBSS group at AMAT. But the final result is Fab customers are getting hurt.<< If this didn't come from you, I'd dismiss it as a rumor. Now I won't be able to sleep tonight, unless you can provide more detail. How do you know this? What causes the problems? Were there any press releases? Do all the problem fabs use AMAT equipment? You could have waited till tomorrow morning to tell us this. <g> Gottfried

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