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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?


To: advocatedevil who wrote (5850)3/18/2003 8:20:46 PM
From: Jong Hyun Yoo  Read Replies (2) | Respond to of 25522
 
Well, it is not rumor anymore considering restructuring announcement yesterday.
And yes, I think it is true that AMAT is exiting away from the wet clean business.
Also highly promoted ion implanter SWIFT will be discontinued. This is a shame since
AMAT spent so much money on its development. Finally, struggling Etch unit will
undergo big reorganization but I heard so many different versions of the reorg plan that
I don't know what is going to happen.