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Technology Stocks : Applied Materials No-Politics Thread (AMAT)
AMAT 259.15+1.1%3:59 PM EST

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To: Proud_Infidel who wrote (17228)1/17/2006 11:20:52 PM
From: etchmeister  Read Replies (2) of 25522
 
I believe NVLS upside will come from "Mintel" - a state of the art NAND fab based on copper interconnects.
But I want to see some CMP orders - if NVLS can give some good guidance on how CMP is doing NVLS should play catch up.
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