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


To: Sun Tzu who wrote (38631)10/24/2000 3:30:26 PM
From: Brian Sullivan  Read Replies (1) | Respond to of 70976
 
Have your read the AMAT presentation for BofA:

appliedmaterials.com

There you would learn that AMAT has the #1 (and dominate) position in several key area of semiconductor manufacturing.
Etch, CVD, PVD, CMP, ECP, RTP, Epi, FPD-CVD, etc...

I'm sure that their market share is above 50% in many of these key areas.

Draw your own conclusions....