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

To: Donald B. Fuller who wrote (28373)	2/17/1999 1:31:00 PM
From: Stefan	Respond to of 70976

Now this is HYPE. almost everyone is beginning to buy the new processing technology to get to the smaller line widths He did not tell you that every one is going into .18um or .25um, although it is clever way of insinuating that. There is plenty of companies with geometris well above .5um and the key is they make money. Few that come to mind are LLTC, MXIM, IRC and they don't even have 8inch fabs and are profitable.

To: Donald B. Fuller who wrote (28373)	2/17/1999 1:39:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 70976

Donald, >>>"Right. It's a pretty. . .almost all the technologies, even consumer. . . like games and other products, are beginning to require more and more advanced types of chips. So, as a result of that, almost everyone is beginning to buy the new processing technology to get to the smaller line widths." I thought this was Morgan's most powerful statement for AMAT.<<< That's certainly important but kind of expected to me in the fast moving semiconductor industry. To me, most powerful was his mentioning , twice, that AMAT is gaining market share. Tony