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

To: TI2, TechInvestorToo who wrote (33770)	1/17/2000 2:11:00 PM
From: Katherine Derbyshire	Read Replies (2) \| Respond to of 70976

>>Speculation might be that ETEC would need to be more aligned with the new AMAT sibling then the market leader KLAC.<< scoff There is a KLAC tool in AMAT's EPIC development center, put there, I'm told, due to overwhelming customer demand. The customers aren't going to give up their KLAC tools just because a competitor (Orbot) gets a new nameplate, and they certainly aren't going to tolerate a mask writer that fails to support the industry standard. Katherine