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


To: Ramsey Su who wrote (24513)9/21/1998 9:44:00 PM
From: Gottfried  Read Replies (1) | Respond to of 70976
 
Ramsey, yes - JW showed us a graph of the relationship a few months
ago. It's only up-to-date through April.
geocities.com

GM
I guess I could put making a new one on my to-do
list. If there is interest.



To: Ramsey Su who wrote (24513)9/21/1998 10:32:00 PM
From: Ian@SI  Read Replies (3) | Respond to of 70976
 
Ramsey,

I believe SEMI reports a North American BtB. AMAT sells globally. Nevertheless they do have the largest market share - I believe it's close to 15% or about 1/2 of your estimate.