Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 267.87

-0.6%

Dec 5 9:30 AM EST

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To: 16yearcycle who wrote (41545)	1/16/2001 10:58:49 PM
From: trilobyte	Read Replies (1) of 70976

I just posted detailed cc notes in the previous message. I think we shouldn't be too surprised if equipment stocks start to run now (or at least don't retest anywhere near the bottoms they put in around 10/2000). After all, the focus will now start to be 2nd half 2001. If NVLS's predictions are true, things shouldn't be too bad --at least for them!! Now NVLS seems to be gaining lots of market share and claims to have a dominant position in copper interconnect and 300mm. Anyone wants to tackle the question of how AMAT's products/business in these sectors stack up?? Finally, I think INTC learned their lesson the hard way in 1998. They slowed investments in semi-equip significantly during the asian crisis and were literally caught with their pants down when demand in 1999 exceeded everyone's expectations. This allowed AMD to capture significant market share as INTC couldn't fullfill demand. So I guess they don't want a scenario like that to happen again and this explains why they continue to aggressively ramp up new production technologies. That's how I view it. Trilobyte

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