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Post# of 704041
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phill

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phill

Re: tonytuba post# 248235

Friday, 05/21/2004 1:21:05 PM

Friday, May 21, 2004 1:21:05 PM

Post# of 704041
re: low cost producer is gonna be the winner, and its not gonna be AMAT

NVLS? LRCX? new tech? Not many players in AMAT's game, and all have managed to stay profitable (mostly) since 15+ years. What are you seeing that will change this?

tia,

phill

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