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

To: Paul V. who wrote (27430)	12/28/1998 12:01:00 AM
From: Big Bucks	Read Replies (1) \| Respond to of 70976

PV, Re: ". How do you and John L see AMAT fitting into your above scenario?' AMAT can weather this "storm" better than anyone in this sector, I'm sure that if an innovative niche technology company were in line with AMAT's technology roadmap it would be prudent to buy it and the patents/technology design rights. I saw an article a couple weeks ago infering that AMAT might be talking/working with Lucent concerning an e-beam based photo-lithography product technology called SCALPEL developed by LU. This conceivably could allow lithography down to around 0.08uM if my memory serves me right. Makes sense as this is one area that AMAT hasn't dominated, yet, and would make the whole equipment/technology package complete for the next 5+ years. The way I see it, If you maintain your leadership position then everyone else is always trying to catch up. Just my opinion, BB