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To: LLCF who wrote (4836)2/14/1998 1:23:00 PM
From: Mason Barge  Read Replies (1) | Respond to of 10921
 
<<I saw that AMAT has bought a couple of small "testing" firms. Do you really think they can rival KLAC?>>

If AMAT is serious, as one would think they would be, they will likely take some market share at least. Its not really a Microsoft/Netscape situation, but you'd have to think AMAT wants to grow and has shown some intent to grow into other areas.