AMAT conference call confirmed that there is a delay in 65nm technology buys. They expect pick-up in buys by logic and foundries starting in April 07, continuing through end-of-year. This confirms what UTEK has been saying. AMAT also said that companies are currently making technology decisions on 45nm. It may be a few more months before we know to what extent the LSA-100 will be used by the industry.