Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 327.01

+2.5%

Jan 16 9:30 AM EST

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To: Katherine Derbyshire who wrote (43443)	3/9/2001 6:34:04 PM
From: Shoibal Datta	Read Replies (1) of 70976

Katherine, this 7.5B number is providing much needed psychological support to the equipment sector. To put this in perspective, what percentage of the total business does 7.5B represent? Does it represent both front-end and back-end processes? Basically, let's say for argument's sake that Intel spends the 7.5B as promised, come hell or high water. Is that enough to keep the boat (of all the companies that service the chip equipment sector)afloat?

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