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Politics : Formerly About Applied Materials
AMAT 269.55+0.3%3:59 PM EST

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To: Tony Viola who wrote (46154)5/3/2001 4:58:18 PM
From: Cary Salsberg  Read Replies (2) of 70976
 
RE: "This Novellus guy is speaking out of turn."

Hill and Bagley, LRCX CEO, have a good track record for honesty and accuracy. Since their customers are almost all the chip makers outside of Japan, they are likely to have a better assessment than a manager of one chip company.
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