Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 253.83

+0.6%

12:31 PM EST

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To: Dr. Mitchell R. White who wrote (34906)	4/19/2000 12:23:00 PM
From: Kirk ©	Read Replies (1) of 70976

Besides AMAT, I own LRCX. Yesterday in the LRCX conference call, CEO Bagley said that LRCX was making gains in market share in Japan. I wonder if this is at AMAT's expense or other companies? I believe the markets were etch and CMP that they were doing well in. Of course, LRCX lost market share and had some catching up to do. thanks Kirk out

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