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

To: Duker who wrote (29285)	3/30/1999 2:26:00 PM
From: Proud_Infidel	Read Replies (2) \| Respond to of 70976

Duker, Re:this gives the smaller semicap guys a glimmer of hope when competing against AMAT (or the "Evil Empire" ... depending on your perspective). Is AMAT still one of your larger holdings or are you now in the "Evil Empire" group? You spoke of INTC hedging their bets moving to new processes. It's probably smart to do the same with this sector. Historically, AMAT has not lost market share:-) Regards, Brian still long on Lam. Hopefully we will see the cost reductions have a positive effect with Lam achieving EPS leverage later this year.