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

To: Fred Levine who wrote (34105)	2/8/2000 5:33:00 PM
From: Lone Star	Read Replies (1) \| Respond to of 70976

All we know is that Bronson said all markets were near 50%. But, AMAT definitely has some weakness in etching market. Market share gain and loss is slow, because most buys in a year are "more of the same", only a small percentage are the outcome of a customer choosing a new model based upon a new need ( the new model may be from existing vendor or a competitor). So the trend can be going against you, but usual market share loss in a year worst case is about 3-4%.