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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Lone Star who wrote (33657)	1/7/2000 12:59:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 70976

Lone Star, So, a MIS problem which may affect the quarter. So what, it means some percentage of shipments will slip into Q2. The net result for first half fo year is net sum zero- no change. Is that true? Acting as devil's advocate here, is it possible for some of AMAT's customers to go to AMAT's competitors for some of the supposedly affected equipment? That is the word on the LU inability to build enough of their new equipment; their customers can't afford to wait and NT, CSCO and others will be happy to sell it to them. Just asking. Tony