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

To: Lone Star who wrote (33670)	1/8/2000 5:26:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 70976

Lone Star, 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. Well, that's the right answer for an AMAT holder.