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

To: Gottfried who wrote (25882)	10/30/1998 7:48:00 PM
From: wmf	Respond to of 70976

Indeed ! But in a quite different light now. Admittedly I never really liked them that much but I definitely have gotten around to appreciate critical mass in this business. I always liked to see the little guys win but that is what admittedly is not happening. So let us see if AMAT reaches out for a few more weaker players .... Anyways, consolidation could be an important theme for the next year or so. Therefore I set up the new board hoping that this ignites some discussion and brings out new pieces of information.