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: Gottfried who wrote (21096)	7/4/1998 5:07:00 PM
From: Proud_Infidel	Read Replies (1) of 70976

GM, Yes that is my message. SFAM and IPEC are a hurtin' big time. I did not corroborate his #'s dollar for dollar but SFAM's last CC did not sound too good, leading me to believe the #'s are correct. Also, this was one of the bright areas for AMAT during their CC. Although CMP is a small market now, it's also one of the fastest growing. These #'s lead me to believe that AMAT is approaching ~50-60% market share since I believe total CMP revs for 98 were estimated to be in the 600-700M range. Remember that AMAT's % of the CMP market grew from ~3% in 96 to ~17% in 97 to 50%(??) for the current year. DISCLAIMER: these #'s are coming from memory so may be a bit off. Brian

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