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To: davesd who wrote (1015)2/10/1999 9:59:00 PM
From: John Stewart  Read Replies (2) | Respond to of 3661
 
To All;

I was on the live call today. Yes, no questions the first time ever.

- A $10M+ CVD order to Samsung not included in the 1.1 BTB! Their biggest order ever & it was in CVD beating AMAT.

- Solid orders in RTP, EPI, & CVD (if you count the recent order)

- Market share in strip in '98 went from 19.8% share to 23.0%.

This company is making huge gains & nobody is watching it seems.