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Technology Stocks : Semi Equipment Analysis

SOXX 306.14

+0.4%

Dec 24 4:00 PM EST

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To: robert b furman who wrote (6884)	11/14/2002 8:38:28 AM
From: Proud_Infidel	Read Replies (1) of 95632

I believe I heard on the Q&A last night that AMAT had grown their share of the PDC market to the 20% area from 0% only several years ago. This has been the only area of consistent growth for AMAT over the past 4 qtrs. Cannot bode well for KLAC over the long-term. BK

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