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

To: pompsander who wrote (63436)5/6/2002 8:53:59 AM
From: willcousa  Respond to of 70976
 
I think intel may have finally learned this lesson as they put a ton into building capacity in the face of the downturn. By the same token, we shouldn't expect they will have to do so in the upturn.



To: pompsander who wrote (63436)5/6/2002 10:00:32 AM
From: Cary Salsberg  Respond to of 70976
 
RE: "Similarly the company invested in the tools market to match a new competitor, Novellus Systems (NVLS, news, msgs) that was threatening to take market share."

Well, you can ignore this guy, whoever he is! NVLS is NOT new, and I dare anyone to explain what "invested in the tools market" means.


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