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

To: Jeffrey D who wrote (26514)	11/19/1998 10:16:00 AM
From: Katherine Derbyshire	Read Replies (1) \| Respond to of 70976

>>Thanks Katherine, I believe your explanation of the process is correct. In addition, why would Morgan and AMAT be pushing 300MM if it meant losing business? << If AMAT thought the chipmakers were going to switch to 300mm, then they would want to be seen as a 300mm leader, independent of whether they actually saw the transition as good for business. >>I would, however, be interested in reading Dr. Castellano's full report. Do you have it at your website? Jeff << No, I don't. The Information Network does have a website, but I don't know if they've posted the whole report. I think the url is theinformationnetwork.com, but I'm not sure. Katherine