Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 269.15

+4.8%

3:06 PM EST

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To: John Trader who wrote (61260)	3/2/2002 9:47:45 PM
From: StanX Long	Read Replies (1) of 70976

John thanks for your insight. I want to get into some of the second level semi equip suppliers, like FLEX, CREE and others supplies to OEMs. I would think the smaller suppliers of the AMATs and NVLS of the industry might see commitments and bookings before the bigger OEMs. I says this, as I feel the salesmen and women for the larger semi equips would need to know their suppliers are ready before they commit to a multi million dollar contacts that could have delay penalties. Buying 1000 pc boards for a distribution suppliers has little risk of cancellation or delay penalties, where as the larger OEMs sign contractual agreements with cancellation fees for the customer and delay fees for the OEM. I would think the OEM contracts would be sign only after a good understanding of the material supply and labor loading. Heck, WDIK, the OEMs may just wing-it. Good luck. Stan

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