Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 334.52

+4.7%

11:51 AM EST

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To: Gottfried who wrote (11327)	11/18/1997 12:13:00 PM
From: Proud_Infidel	Read Replies (1) of 70976

Wall Street is asking about the pace and duration of our recovery, who the winners and losers will be in the 300 mm transition and the 0.18 line shrink, and what other innovations are on the horizon that will propel us to a $110 billion industry by the year 2000. GM, I am not sure exactly what they are referring to here in their estimate. Again, I believe JM of AMAT referred to the approx. $40B equipment market by the turn of the century. I will have to do some more research. Reagrds, Brian

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