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


To: Tony Viola who wrote (33663)1/8/2000 5:21:00 PM
From: Lone Star  Read Replies (1) | Respond to of 70976
 
Nope. These decisions to buy from AMAT, LRCX, NVLS, etc. are virtually never reversed. Most shipments are PTOR's, production tools of record, which they have some number already: spare parts, training, etc. On first of kinds, they made the decision after a usual 9-12 month evaluation.
So, while a few week delay in shipment is somewhat painful, the revenue is never "lost", just pushed out slightly.