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

To: Katherine Derbyshire who wrote (23389)	8/26/1998 10:04:00 PM
From: FJB	Read Replies (1) \| Respond to of 70976

Any guesses on how the Semitool suit of Novellus may affect things in the copper tool area? Do you think the suit has merit? Thank you very much for any thoughts, Bob

To: Katherine Derbyshire who wrote (23389)	8/26/1998 10:47:00 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 70976

Katherine, I stand corrected. But what do you think the chances are that my statement will be proven true, looking at AMAT's track record and the time/money they now have with this downturn? TIA for any thoughts Brian

To: Katherine Derbyshire who wrote (23389)	8/26/1998 10:56:00 PM
From: Gottfried	Read Replies (1) \| Respond to of 70976

Katherine/all, "Texas Instruments develops tiniest transistors yet" mercurycenter.com Reuters Posted at 1:25 p.m. PDT Wednesday, August 26, 1998 The Dallas-based chip maker said the new technology allows it to build transistors with a length of just 0.07 micron GM Thanks, Yogi.

To: Katherine Derbyshire who wrote (23389)	8/26/1998 11:17:00 PM
From: Ramsey Su	Read Replies (1) \| Respond to of 70976

Katherine, more questions again. Is there a chance that the semi eq companies will have their version of over capacity? By that I mean when some customer finally decides to ramp up, everyone will be so desparate that they will undercut each other just to get their foot in the door? Ramsey

To: Katherine Derbyshire who wrote (23389)	8/27/1998 1:21:00 AM
From: Ingenious	Read Replies (2) \| Respond to of 70976

Here here Brian. AMAT will be stronger the longer the chips are down because everyone else will have even less money and market share to last while business is slow. AMAT has more staying power due to their size and R&D ; others like LAM etc. will have a hard time surviving the tough times. When times are rough, there is consolidation and small players back out. IN short, the longer the chip market stays down the more attractive AMAT becomes. That is, when the recovery occurs AMAT will have just that much more market share (no one left to compete with them).