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Technology Stocks : Azenta
AZTA 29.35-0.7%Nov 7 9:30 AM EST
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To: SemiBull who wrote (657)10/26/2001 10:27:46 AM
From: robert b furman  Read Replies (1) of 1138
 
Hi Semi,

I think Amat's modular approach may well squeeze out anyone who doesn't play ball the way they like to play ball.

This is a long time frame thought.As they tighten the noose of software around the entire manufacturing process,they could systematically buy up the best of breed and cutoff all others.

Bob
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