Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 256.41

+1.1%

Dec 19 9:30 AM EST

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To: gambler2 who wrote (12984)	12/11/1997 5:26:00 PM
From: Chris Anderson	Read Replies (1) of 70976

G2: I'm with ya, with semi-caps, the issue seems to be not whether they'll make money, but when they'll make it. Push-outs and all that stuff. I don't think they face commodity issues like the DD's. The capability to make better chips should be a competitive advantage for semis for a long time, fueling demand for the equipment to make them! Chris

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