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

To: Fred Levine who wrote (46651)5/12/2001 3:50:38 PM
From: Proud_Infidel  Respond to of 70976
 
I wasn't paying attention, but heard a recommendation of NOVL on CNBC, claiming that they are gaining market share from AMAT

I assume you mean NVLS and not NOVL since AMAT does not compete with them....yet:-)

BK



To: Fred Levine who wrote (46651)5/12/2001 4:52:51 PM
From: StanX Long  Read Replies (1) | Respond to of 70976
 
NOVL is Novell and I believe your thinking of NVSL Novellus who is in AMAT business.

I don't know of any market share.

Stan



To: Fred Levine who wrote (46651)5/12/2001 6:30:48 PM
From: Cary Salsberg  Respond to of 70976
 
At any given time, one or another is gaining market share in some market segment and they brag about it. How much of $10B AMAT's share can $1.5B NVLS gain? Buy both, but ignore the CNBC garbage.


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