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Strategies & Market Trends : The New Economy and its Winners

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To: Bill Harmond who wrote (11125)	4/15/2002 8:17:55 PM
From: Lizzie Tudor	Read Replies (1) of 57684

Help me out here... who buys novellus equipment, and for what? It used to be that you could correlate the purchase of AMAT equipment with increases in PC demand, then came the comm chips. Is nvls the same, or what is the end demand driver? Doesn't seem like the telecom industry + pcs are still flat. nvls predicts 250mm orders next q - thats unbelievable, can it be correct? L

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