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

To: Proud_Infidel who wrote (11722)	10/15/2004 1:30:08 PM
From: Cary Salsberg	Read Replies (2) \| Respond to of 25522

RE: "...market share taken by AMAT" There are always market share gains and losses among the various tool segments, so the statement above is always true but usually inconsequential. NVLS has improved its position tremendously in PVD and CMP, recently, from not a competitor to formidable with leading technology. Both PVD and CMP are early in their ramps with CMP just starting. Remember, the "market share" comment is based on next quarter's forecast, not last quarter's results.