Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 259.08

-4.1%

Dec 12 3:59 PM EST

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To: Jeffrey D who wrote (22990)	8/13/1998 8:30:00 PM
From: Katherine Derbyshire	Read Replies (1) of 70976

>> Interesting last paragraph. I wonder if AMAT's customers are, in fact, testing AMATs new technology during this downturn. If so, it would seem AMAT will be well positioned vs their competitors when the upturn begins. << I would guess that chip makers are aggressively testing everyone's technology, with an eye to having a buy list ready to go as soon as the cap ex budget comes back. As in any other such competition, AMAT might win, but might lose, depending on the market segment. Katherine

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