Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 268.87

+4.6%

Jan 2 9:30 AM EST

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To: Paul V. who wrote (10234)	11/2/1997 2:22:00 AM
From: Kumar Nathan	Read Replies (1) of 70976

Paul: Revenue from Repairs and Services constitutes at least 15-20% of AMAT's revenue. There is a separate division called IBSS.As of now, they do wonderful job. In our last conf. call Jim Morgan was giving a lecture on capabilities etc., etc., Do you remember that he was boasting that AMAT has capability to move people from Korea to fix a problem in Ireland etc., He was actually talking about IBSS ( Installed Base Support & Service). Paul important point to remember is that if a fab is idle for an hour it will lose at least a million dollar. AMAT knows about it and therefore they charge heavily to repair their equipment. Regards Kumar.

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