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

To: Katherine Derbyshire who wrote (28773)	3/3/1999 10:57:00 AM
From: John L.	Read Replies (1) \| Respond to of 70976

I don't have numbers in front of me but would guess AMAT has a higher % of equipment vs. Intel % of all chips produced. AMAT is the leader in many products while Intel doesn't participate in memory, analog, logic chips so the comparison seems to me like apples and oranges. AMAT and Intel are #1 in chip equipment and chip revenue and I believe Intel has more competitors going after there market. AMAT is taking competitors market share in CMP, ETCH and probably other areas. I think Intel might be loseing market share, at 90% they have more to lose and little to gain.

To: Katherine Derbyshire who wrote (28773)	3/3/1999 11:19:00 AM
From: Proud_Infidel	Read Replies (3) \| Respond to of 70976

Katherine, Did you listen to the last CC? J Morgan said they could provide a total 300mm solution for any chipmanker wanting to go forward. BTW, AMD recently overtook INTC in terms of market share in the fastest growing segment of the MPU sector. I doubt that INTC can lay claim to 90%; that is a number from years ago. BK