Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 249.89

+3.1%

3:59 PM EST

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To: Gottfried who wrote (40201)	11/30/2000 8:26:03 PM
From: trilobyte	Read Replies (1) of 70976

Gottfried, I think there was more positive than negative during the call. NVLS repeatedly made a fuss about the fact they are positioned at the fore-front of semi-equip technology and a downturn, if it came, would affect them less than competitors. NVLS stock reacted positively afterhours to the call. NVLS also suggested that Hundai delayed an order due to financing difficulties. If this is the whole story, then it is not of much concern. Of course, the delay might forewarn of a genuine slowdown. However, the total bookings for NVLS still look quite strong for Q4. If anyone can comment about NVLS copper interconnect technology vs competitors, that would be interesting. Trilobyte

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