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To: lrrp who wrote (2295)12/13/1999 11:55:00 PM
From: Ian@SI  Read Replies (1) | Respond to of 3661
 
Steve,

I haven't read the Semiconductor Online story yet; however, MTSN isn't going to put AMAT out of business ever.

There is room for multiple players.

In a $30B and growing Market sector, MTSN can do very well without noticeably impacting AMAT's business.

All else equal, many companies would prefer a single supplier. All else is never equal.

JMHO,
Ian.