Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 223.95

+1.7%

3:59 PM EST

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To: Proud_Infidel who wrote (29280)	3/30/1999 2:17:00 PM
From: Duker	Read Replies (1) of 70976

Vacation? That is why the stock have slipped. BK left his post! That was the big poop that came out of the "INTC SemiCap Love-In" ... a move away from the "copy-exact" world espoused especially intensely by Andy G ... this gives the smaller semicap guys a glimmer of hope when competing against AMAT (or the "Evil Empire" ... depending on your perspective). I think that a factor influencing this move away from copy exact (to the extent that it actually happens) may be the fact that INTC deems it appropriate to hedge processes somewhat as they move beyond the "easy shrinks" and dabbles in Cu and (ultimately) 300mm. On the Cypress thing. STM was also talking about the fact that flash prices were headed in only one direction. Blah, Blah, Blah. --Duker

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