Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 252.25

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Nov 28 9:30 AM EST

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To: Proud_Infidel who wrote (35696)	7/11/2000 12:21:58 AM
From: Gottfried	Read Replies (2) of 70976

Brian, thanks for the Morgan interview. He said.. >I think, you know, we're in the beginning, we've been in the beginning this past year, what I call three waves of technology transition in our industry, and the first wave was a move to tighter geometry, .18. The second is to move to new materials where we're the leader in copper and other types of materials and now the third wave, which will begin in volume in about two years from now and three years from now. We see a big demand for several years to come as a result of these technology changes since we make every chip, every day, everywhere, it's a great opportunity for us.< That's certainly more encouraging than the latest consensus which is 18 to 24 more months. Will the market believe Mr Morgan? PS: I spent the day in SF with my granddaughter and gave up on downtown parking. I think SEMICON caused the overflow.

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