Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 252.34

+0.9%

Nov 28 12:59 PM EST

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To: Dr. Mitchell R. White who wrote (34906)	4/19/2000 12:44:00 PM
From: Lone Star	Read Replies (1) of 70976

Uh, gentlemen, and who would these European equipment vendor alternatives to AMAT ( or Novellus, Lam, KLA for that matter ) be? AMAT has a small handful of potential competition per system type ( Lam, TEL for etch; Novellus for DCVD; Varian, Eaton for Implant, etc.) but virtually no European competition.

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