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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Proud_Infidel who wrote (6535)	10/29/2002 10:18:49 PM
From: Donald Wennerstrom	Read Replies (3) \| Respond to of 95541

Thanks for finding the article Brian. I knew I had read it somewhere recently. Don

To: Proud_Infidel who wrote (6535)	10/30/2002 9:55:03 AM
From: Alastair McIntosh	Respond to of 95541

Thanks for the article Brian. My post referred to AMAT's share of the overall wafer fab equipment market. There seems to be a discrepancy between the article you posted and AMAT's share of the overall WFE market. For example, the article states Applied's market shares dropped in 2001 but AMAT's share increased to 34.3% in 2001 from 29.1% in 2000. Perhaps there are timing issues or perhaps the article refers to orders. I will try to find my source data for WFE spending and check my figures.