Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 301.11

+6.9%

Jan 9 9:30 AM EST

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To: Cary Salsberg who wrote (1862)	9/19/1996 11:36:00 AM
From: Jeff Morgan	of 70976

Since current semi capacity seems to be much more than enough to meet demand, the issue I'm interested in is: what advances are foreseen in semi-equipment that all the big players are going to need, to replace current equip as it becomes non-competitive? Can anyone shed some light on this? thanks

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