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


To: Gottfried who wrote (37684)10/3/2000 10:48:44 AM
From: csmith  Read Replies (1) | Respond to of 70976
 
I don't know this company. Perhaps any used systems
are sold and AMAT only has new ones for sale. Thus lower
refurbishing orders???



To: Gottfried who wrote (37684)10/3/2000 10:51:20 AM
From: Proud_Infidel  Read Replies (2) | Respond to of 70976
 
G,

You could take this however you wanted. ie. sales of ALL systems are not selling well for AVTI or AMAT; or the semis are clamoring for NEW equipment from AMAT and is selling it. I read it but couldn't say I found it useful in determining AMAT's health.

Brian