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

To: Proud_Infidel who wrote (28779)	3/3/1999 11:51:00 AM
From: Katherine Derbyshire	Respond to of 70976

..Anecdotal evidence suggests that SFAM has lost serious market share and AMAT's CMP division is running strong. The question of course is to whom did SFAM lose share? I think the answer to that is obvious.<< No, the answer is not at all obvious in a sector with at least 5 major players. Moreover, "anecdotal evidence suggests that AMAT is gaining market share" is a far different claim from your original statement that "AMAT dominates CMP." Katherine