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


To: davesd who wrote (9201)10/22/1997 5:53:00 PM
From: Rob-Chemist  Respond to of 70976
 
I agree that it will be interesting to hear what is going on between AMAT and LRCX, especially since the earnings report they released did not have order numbers as in hte past. Perhaps they will be discussed in the conference call. With respect to Taiwan, it is of interest that LRCX received two large Fab orders this last quarter.