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

To: Katherine Derbyshire who wrote (23431)	8/27/1998 11:15:00 AM
From: Lone Star	Read Replies (1) \| Respond to of 70976

Katherine, you don't just "grab the brass ring", you develop products carefully with select key customer partners, you keep your mouth shut about the details until all the patents are filed, and until you release the product beyond beta into manufacturing release. But you know that, as you know they are accurate when they tell you the volume market for this stuff is a good ways off. My point to you was srtictly regarding where Applied stands vs. Novellus for these future backend modules, from a technical perspective. Its too far out to be relevant to either parties current or medium term stock valuation.