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


To: akidron who wrote (21281)7/9/1998 12:59:00 PM
From: Proud_Infidel  Read Replies (1) | Respond to of 70976
 
Yes, that is my point. AMAT should (might) be able to make it a success through the desire of customers for a one-stop shop and their technical ability to improve a mediocre system. Numbers Justa posted recently had SVGI with ~4% of the market. This is why I wouldn't make the bet on them.

Remember that only 2-3 years ago, AMAT held ~3% of the CMP market and MSFT had 20% of the browser market. Size matters in tech.