Applied Materials No-Politics Thread (AMAT) Message Board

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Technology Stocks : Applied Materials No-Politics Thread (AMAT)

AMAT 319.11

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Jan 15 3:59 PM EST

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To: etchmeister who wrote (11609)	10/2/2004 1:00:40 AM
From: etchmeister	Read Replies (2) of 25522

I live in a remote area. keep in mind ASML resides in the Netherlands which is somewhat remote with respect to their customer base as well. I understand ASML knows "real tine" what's going on with their equipment; they know exactly how many wafers passed through stepper X.Y and Z over the last 24 hours.... ASML probably knows a lot more about inflection points than all pundits combined and most likely LRCX, AMAT as well as NVLS have similar knowledge with respect to tool utilization

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