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

To: Big Bucks who wrote (18253)3/27/1998 11:48:00 AM
From: Lone Star  Read Replies (2) | Respond to of 70976
 
Big, I believe they are way off: '98 is going to be another declining year, with market size off a good 10% or worse, in Etch and all other segments. Capital budgets are down signifigantly, and the news is getting worse not better. However, with continued encroachment and market share expansion at Lam's expense, this hurts them worse than AMAT.



To: Big Bucks who wrote (18253)3/27/1998 7:49:00 PM
From: stockycd  Read Replies (1) | Respond to of 70976
 
BB,
AMAT can grow at a higher rate by gaining market share from
competitors.
CD


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