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

To: Dr. Mitchell R. White who wrote (35393)	5/27/2000 8:31:00 AM
From: Fred Levine	Read Replies (2) \| Respond to of 70976

< BOC, Air Liquide, and a couple of the other large producers of gases that can go into the fabs. Apparently there's some rationalization going on in this industry again, and a price increase is likely from many of these folks.> Mitch-- I don't understand the implications of this post for AMAT. Could you kindly explicate. fred

To: Dr. Mitchell R. White who wrote (35393)	6/5/2000 9:06:00 AM
From: David Loomis	Read Replies (1) \| Respond to of 70976

The gas industry is px, apd, boc and L'air Liquide. arg is a distributor but not as big on the electronics side as the others. px announced a 10% price increase for nitrogen etc on Friday the 2, but most customers have negotiated firm pricing for the 3-5 year contract term or much more limited escalation clauses tied to the ppi. Electronic gas demand is strong, but probably <10% of the overall business at a large gas manufacturuer.