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Politics : Formerly About Applied Materials

AMAT 319.11

+5.7%

3:59 PM EST

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To: Richard Richardson who wrote (10550)	11/8/1997 7:47:00 PM
From: akidron	Read Replies (1) of 70976

not on your list but i'll reply anyway. no established pure semi equipment manu can compete. homever look for siemens, thompson, and various japanease diversified electronics concerns to pile in if margins stay rich. europeans already very agressively talking about entering arena as it is of stratigic importance. siemens has 300mm tools already and thmpson has made small aqu. in area. none of this is short term, but medium to long there will be consolidation. these co's buying the smaller us guys and making huge investment in catch up r&d. don't be shocked if big blue takes a bite at some point too.

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