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Politics : Formerly About Applied Materials
AMAT 230.77+0.9%Nov 12 3:59 PM EST
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To: mitch-c who wrote (50482)8/13/2001 10:50:15 PM
From: robert b furman  Read Replies (1) of 70976
 
Hi Mitch,

I'm not sure that's right. The reason I say that is Rick Hill on CNBC said the difference between the previous qtr and this last quarter was most of the orders were for copper interconnect equipment on 200MM whereas the previous quarter had domination in sales with 300 mm.

So the big boys play in the 300 mm field while the also rans upgrade 200 mm.

It is vague and diverse all at the same time.

Bob
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