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

To: StanX Long who wrote (60372)2/12/2002 9:12:27 PM
From: GST  Respond to of 70976
 
Thanks Stan -- so you are basing your assessment on a rule of thumb from your experience in power supply -- a useful observation. But more specifically, do you know about the limits AMAT imposes? I am asking because of the remarks from the CC that seemed to indicate that placing less-than-firm orders was something AMAT saw as part of the normal pattern of business in their industry. TIA.


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