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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?


To: davesd who wrote (23855)10/22/1997 8:57:00 PM
From: Lone Star  Read Replies (1) | Respond to of 132070
 
Lrcx has a minor position in Taiwan, i believe, relative to their market share percntage in the U.S. or Europe. Very poor share in Japan by the way.
Guidance from lrcx or amat for '98. Good question. Amat has next chance in Nov. End of their fiscal year so generally they talk beyond just the next quarter.