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


To: Math Junkie who wrote (51311)8/30/2001 10:18:47 PM
From: advocatedevil  Respond to of 70976
 
AMAT/NVLS market share:
____________________

"Novellus affirms third-quarter outlook" 8/30/01

marketwatch.com

snip: "But overall, Novellus said it's not losing market share this quarter.
____________________

"Analyst claims AMAT taking business from NVLS" 8/24/01

biz.yahoo.com
____________________

I guess it's possible that NVLS gained enough market share to offset the loss of the TI business, or perhaps the earlier story was a bunch of bull?


and after hours...

marketwatch.com

"The semiconductor equipment maker also said shipments will fall below initial expectations. Shares slid 3.1 percent to $45.26 on the Island ECN. Competitor Applied Materials declined 1 percent to $42.63 while KLA-Tencor gave up 1.3 percent to $48.50."

AdvocateDevil