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Politics : Formerly About Applied Materials

AMAT 322.51

+6.1%

Feb 6 9:30 AM EST

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To: Tito L. Nisperos Jr. who wrote (9072)	10/21/1997 12:31:00 AM
From: davesd	Read Replies (1) of 70976

Tito, I had heard the INTC had selected LRCX to develop 300mm CVD, however, I recently also heard that LRCX got the boot, but I did not hear who they were planing to work with. 300mm is going to be very interesting, I don't think we can automatically assume that AMAT, LRCX and NVLS will come out the winners in all categories. This could be the opportunity for market share and leads to change. I am well aware of the amount of money that AMAT spends on R&D and that should put them in the a good position to get alot of the 300mm business, but there are no guarantees. At this point..as far as I know, Oxide etch (biggest portion of etch)is also wide open for grabs. dave

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