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

To: Kirk © who wrote (62892)	4/17/2002 2:21:01 PM
From: Sidney Street	Read Replies (1) \| Respond to of 70976

Intel's improved profit -also due to improved margin on lower unit costs after the transition to 300 mm. wafers - I hope we are reaching a tipping point where everyone decides they have to go ahead and make the investment.

To: Kirk © who wrote (62892)	4/17/2002 8:40:04 PM
From: Cary Salsberg	Read Replies (1) \| Respond to of 70976

I would pay attention to LRCX and NVLS, but UTEK might as well be in another business. LRCX and NVLS are leading edge front end suppliers while UTEK is primarily a trailing edge back end supplier. I am wondering if the LRCX and NVLS order improvement is coming from 300mm, copper, and .13m. Current orders have been a small percentage of peak orders and are probably advanced technology orders and the estimate of rapid order improvement reflects production ramp up of advanced technology.