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

To: David Loomis who wrote (35432)	6/6/2000 7:09:00 PM
From: Dr. Mitchell R. White	Read Replies (1) \| Respond to of 70976

Thanks for the insight on the gas side of the materials, David! I don't profess to understand half of what I know about this topic <g>, so it's always nice to see information from others. Microelectronics materials probably have a nice margin, but even so, they can't swamp the much larger industrial gas use portion of the equation. I would assume that long-term contracts would prevent an across-the-board increase of 10% to stick, but ya just never know these days.... Mitch PS Where does Matheson Tri-Gas fit in to those players you named? M