Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 228.68

-2.7%

3:59 PM EST

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To: Dr. Mitchell R. White who wrote (35393)	5/27/2000 8:31:00 AM
From: Fred Levine	Read Replies (2) of 70976

< BOC, Air Liquide, and a couple of the other large producers of gases that can go into the fabs. Apparently there's some rationalization going on in this industry again, and a price increase is likely from many of these folks.> Mitch-- I don't understand the implications of this post for AMAT. Could you kindly explicate. fred

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