Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 249.89

+3.1%

Nov 26 3:59 PM EST

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To: Proud_Infidel who wrote (14890)	1/20/1998 1:47:00 PM
From: Earl Graham	Read Replies (2) of 70976

I agree. The Focus for NVLS and LRCX is 300mm. AMAT has won the 200mm race but 300mm is a new game. They will play if safe and use their cash and credit for 300mm. Applied has a cash advantage but it will be interesting to see if the smaller guys can move into 300mm faster. I personally don't think so, but other do. Later ;)

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