Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 254.72

+0.9%

Dec 1 3:59 PM EST

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To: Clarksterh who wrote (18548)	4/4/1998 5:06:00 PM
From: Dr. Bob	Read Replies (1) of 70976

Die shrinks will require new lithography tools, better CMP, better test equipt. - favoring ASMLF, AMAT, and TER, among others. There may be other factors that I'm not familiar with, since this is obviously not my area of expertise! But my question remains - is this die shrink business enough, along with a little bit for the 300mm pilot lines, to support the earnings estimates projected for 1999, or are those due to be revised downward, supporting the bears' case? Bob

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