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To: Proud_Infidel who wrote (3779)1/4/2000 10:43:00 AM
From: FJB  Respond to of 5867
 
Yes, something like that was said, it did not sound like a big deal though. Some brokerage made the comment and said it would place a cap on AMAT's revenues for the current quarter. Don't know if I believe that...



To: Proud_Infidel who wrote (3779)1/4/2000 12:02:00 PM
From: Mort  Read Replies (1) | Respond to of 5867
 
Brian,

Yes I heard it, although my take on it was that their new computer system was not allowing them to reach full production capacity and has affected shipments during the past quarter. This probably will continue into this quarter


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