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

To: C_Johnson who wrote (26597)	11/21/1998 1:29:00 PM
From: 16yearcycle	Read Replies (1) \| Respond to of 70976

Thank you, Carl, and thank you Gottfried for the post that motivated Carl to show up here. gene

To: C_Johnson who wrote (26597)	11/21/1998 1:33:00 PM
From: Gottfried	Respond to of 70976

Carl, thanks for the clarification. [I don't envy journalists who write for monthly print publications, with no opportunity to react to changing circumstances. <g>] On this and the "blood" thread we do look at orders as well as btb. geocities.com Gottfried

To: C_Johnson who wrote (26597)	11/22/1998 6:41:00 PM
From: Proud_Infidel	Respond to of 70976

Hi Carl, I have not seen or heard any discussion as to why AMAT has dissolved their 50% stake in Applied Komatsu of Japan. Since AK is in the TFT business, wouldn't AMAT want a pice of this going forward? Companies such as Philips and Sony are coming out with televisions which are very thin and which use TFT's. This would, on the surface at least, appear to be a market with enormous potential, and AMAT is leaving the table before the game has begun. Since they have plenty of capital at their disposal, necessity of dollars does not appear to be an issue. Can you shed any light on why they did this? TIA Regards, Brian