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Politics : Formerly About Applied Materials

AMAT 235.13

+2.2%

Nov 10 3:59 PM EST

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To: Paul V. who wrote (26536)	11/19/1998 1:53:00 PM
From: Katherine Derbyshire	Read Replies (1) of 70976

>> If I recall Morgans statement correctly, paraphrasing, Nvls has one tool while AMAT has the entire copper process of equipment.<< Reasonable people may disagree with both parts of that statement. First, Novellus claims to have a complete solution as well. Second, the AMAT electroplating tool (per the press release announcing the tool) is planned for availability in the second quarter of fiscal '99--you can't actually get one yet, and until you can one could argue that AMAT does not offer a complete solution. I don't know enough about the specific tools to comment on the validity of either company's position, but thought it was important to remind readers that Morgan's opinion is not universally accepted. Katherine

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