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


To: Proud_Infidel who wrote (28728)3/2/1999 8:57:00 PM
From: Marlboro  Respond to of 70976
 
We visited AMAT in Austin and saw a production floor full of tools in various stages of assembly. The comment was that during the height of the slowdown, tools in assembly were scarce. We know the CMP group is ramping up, at least that is what their suppliers say. It leads to future revenues that gets to the bottom line. One man's observation.