Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 223.95

+1.7%

Nov 21 9:30 AM EST

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To: davesd who wrote (9584)	10/25/1997 10:34:00 PM
From: Gottfried	Read Replies (1) of 70976

Dave, first I want to thank you for starting an excellent discussion! You said >>As someone mentioned (think it was Big Bucks), alot of the tools can do alot more than they are currently doing with minor low cost upgrades compared to buying new tools.<< Assuming this is a fact (I'm not in the industry), it is not new. Semi manufacturers (and AMAT) knew way back, when the projections for the future looked more rosy, that many tools could be upgraded instead of replaced. So AMAT's guidance to analysts must have taken it into account. You make it sound as if the semi makers had initially planned to replace but have now decided to upgrade - at less cost. GM

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