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Politics : Formerly About Applied Materials
AMAT 304.84-0.8%3:59 PM EST
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To: michael97123 who wrote (35929)7/23/2000 6:46:38 PM
From: Tony Viola  Read Replies (3) of 70976
 
Michael, re the B2B, I already put it that, as recently as 12 months ago, and at any time before that, people would have been ecstatic with that number. Intel's Andy Bryant also said on their CC last week that they'd practically kill for a few more pieces of equipment to put to work making more chips. Tells me equips are sold out, in general. Kill is my word, not Bryant's.

Tony
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