Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 220.28

-6.4%

3:59 PM EST

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To: Katherine Derbyshire who wrote (28773)	3/3/1999 10:57:00 AM
From: John L.	Read Replies (1) of 70976

I don't have numbers in front of me but would guess AMAT has a higher % of equipment vs. Intel % of all chips produced. AMAT is the leader in many products while Intel doesn't participate in memory, analog, logic chips so the comparison seems to me like apples and oranges. AMAT and Intel are #1 in chip equipment and chip revenue and I believe Intel has more competitors going after there market. AMAT is taking competitors market share in CMP, ETCH and probably other areas. I think Intel might be loseing market share, at 90% they have more to lose and little to gain.

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