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

To: Lockhart who wrote (19137)	5/3/1998 11:49:00 AM
From: Joe Sabatini	Read Replies (2) \| Respond to of 70976

>> Perhaps the sentiment is that near term it will underperform or possible be dead money Frankly, I don't see how AMAT can't underperform over the next 1-2 years. Intel has said that they will not begin upgrading to 300mm for another 2-2 1/2 years. And it won't all be done at once. They plan on running several process sizes side-by-side for some time. The good part is that a move to 300mm on a line will require upgrading almost all of the equipment. Companies can't raise prices, but at the same time consumers demand faster and faster machines. It's a tough situation. Joe S.