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


To: GR who wrote (11134)11/15/1997 2:03:00 AM
From: Gottfried  Respond to of 70976
 
GR, thanks for your TA thoughts. Here's a link to an article by
Carl Johnson - maybe it's been posted before. GM

techweb.com

Chip Gear Companies Upbeat Despite Asia Woes
Mon., Nov. 10, 1997
Excerpt:
In our last monthly letter, we mentioned a precision sheet
metal supplier and how it was being pushed to add capacity
by Applied Materials [AMAT]. Evidently, this phenomena is
present across several segments of the semiconductor
equipment business.