Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 262.31

-1.2%

10:18 AM EST

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To: David Rosenthal who wrote (26222)	11/13/1998 10:46:00 AM
From: Katherine Derbyshire	Read Replies (1) of 70976

Incidentally, back-end companies like KLIC are driven by unit demand, rather than wafer demand, and therefore tend to lead the front-end companies like AMAT. If business is bad for KLIC, it's probably worse for AMAT. Katherine

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