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


To: scott_jiminez who wrote (47211)5/24/2001 12:03:27 PM
From: michael97123  Respond to of 70976
 
Scott,
Difference quite great but so are their businesses. Are we comparing apples to apples? Could be amat, nvls, klac's prospects are deemed brighter? And couldn't that view turn out to be the correct one? Why do you think not? Be specific. I am interested in your view on the different equip segments as opposed to viewing them as one group. Mike