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Politics : Formerly About Applied Materials
AMAT 223.95+1.7%Nov 21 9:30 AM EST
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To: Mephisto who wrote (35306)5/22/2000 2:42:00 PM
From: Tony Viola  Read Replies (1) of 70976
 
Mephisto, sounds better. When you think about it, revenues in the entire chip equipment business are pretty small compared with revenues for chips themselves (somewhere around 10 to 1). That has to change, IMO, especially with the 0.18 to 0.13 to 0.1 type process shrinks happening faster and faster all the time. Also, 300 mm and copper are new things happening together. Just that right now, you could almost have a huge breakthrough new product, and your stock would still tank.

Tony
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