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Politics : Formerly About Applied Materials

AMAT 336.87

+1.3%

Jan 28 3:59 PM EST

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To: Paul V. who wrote (20461)	6/16/1998 9:49:00 PM
From: Katherine Derbyshire	Read Replies (2) of 70976

>>Does anyone on this site have ideas how the Y2K problem will impact AMAT and the SEMI's. Is the Y2K problem strickly a software problem or is it also a hardware problem? Will the Y2K problem a positive or negative for AMAT?<< Y2K is strictly a software problem in that a gas valve doesn't care what year it is. However, most semi equipment is heavily overlayed with software, creating some exposure. If I had to hazard a guess, I would say that companies dealing with fab automation (robots, control software, etc) have the most Y2K exposure, and companies dealing with non-intelligent components (cassettes, some valves, etc) have the least. Everyone else is on a continuum. For any company, Y2K is a potential problem if they have the bug and it causes customers to lose product, but a potential opportunity if they've fixed the problem and their competitors haven't. Katherine

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