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


To: Kumar Nathan who wrote (10238)11/2/1997 12:48:00 PM
From: ChinuSFO  Respond to of 70976
 
Kumar, I agree with your thoughts on IBSS group at AMAT. If AMAT has custom built a machine, then they face very little competition in the service of that equipment. Moreover, during these times, a company that owns AMAT machines and similar capital items would focus on maximizing its asset utilization and such a strategy does not tolerate downtime. So I am very optimistic about the prospects of AMAT with regard to IBSS and its impact on AMAT earnings

Chinmoy