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Politics : Formerly About Applied Materials
AMAT 268.79+4.6%3:59 PM EST
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To: Donald B. Fuller who wrote (28373)2/17/1999 1:39:00 PM
From: Tony Viola  Read Replies (1) of 70976
 
Donald, >>>"Right. It's a pretty. . .almost all the technologies, even consumer. . . like games
and other products, are beginning to require more and more advanced types of
chips. So, as a result of that, almost everyone is beginning to buy the new
processing technology to get to the smaller line widths."

I thought this was Morgan's most powerful statement for AMAT.<<<

That's certainly important but kind of expected to me in the fast moving semiconductor industry. To me, most powerful was his mentioning , twice, that AMAT is gaining market share.

Tony
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