Formerly About Applied Materials Message Board

To: Tito L. Nisperos Jr. who wrote (49975)

7/31/2001 12:01:00 PM

Tito,
Chips leading equipment today and that is a good thing. If chip business is in fact picking up, we should reap the harvest further out. We led the way earlier because of intel capex and now we may trail for awhile but when everyone awakes to the fact that there is some catching up to do, particularly with Intel, we should do just fine. mike