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

To: Jeffrey D who wrote (34251)	2/15/2000 5:38:00 PM
From: Sonki	Read Replies (2) \| Respond to of 70976

conf call in progress: questions on 300mm and copper tech questions coming up Amat belive themselves to be the leader in copper tech. I thought nvls was and amat was playing catchup. -------- w. r.t. 300. Rev. expected on these 3rd/4th qurter. still under evaluation. --------- large players are getting larger. 2nd tier accounts...are spenidng mony and upgrading. Fundamental very strong. no wonder techs are flying ---- these machines sell for few million. New fabs coming on line w. these kind of order. gaining marekt share in every prodcut lines 2.5 billion of orders more dram biz in the middle of the yr. this is as fast as i could type. Q & a continues.. very impressive report over all... --------- is etec going to be diliutive? they dont know if the deal will close this qurter basd on.. missed question on amd copper? did any one get it.