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Politics : Formerly About Applied Materials

AMAT 322.32

-5.6%

Jan 30 9:30 AM EST

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To: Ian@SI who wrote (36679)	8/12/2000 12:20:19 PM
From: Demosthenes	of 70976

Ian, <<No capacity builds by DRAM makers except Samsung. Others have reached the end of the line by doing shrinks. Next phase of the upleg will be fueled by the DRAM makers....>> I talked to UTEK IR last week. They are very busy building Saturn Spectrum 3's, (their bump tech. for DRAM). Months ago they implied these machines were already at Samsung, but couldn't say specifically. AZ, CEO, said on recent CC's that the market for this bump machine will be 200-300 units over the next 2 years. I really questioned that when he first said it six months ago, but after the AMAT CC I can see the reason in it. I think we have to give AZ some credit for seeing this shortage from afar. I still own my shares so I hope they make a killing. Also, AMAT engineers are on UTEK's premises every day working out the LTP technology (that AMAT bot a license to) on the machine UTEK built. With AMAT so interested in LTP combined with the litho hole in AMAT's offerings, I believe the wedding bells are set to ring. D

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