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

To: Paul V. who wrote (23264)	8/25/1998 11:01:00 PM
From: John L.	Read Replies (1) \| Respond to of 70976

Paul, it looks like volume production lines are being hit very hard, the engineering group lost a few (12%) that were assembly workers and low performers. R&D will continue with focus on Copper since that seems to be the area customers are interested in now. AMAT will improve the tool sets at customer sites with enhancements for smaller geometries and higher throughput. I think this delay in orders will hurt NVLS who had a jump in the Copper tools, buy the time orders are placed AMAT will be there to get the Copper business.