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Technology Stocks : Applied Materials No-Politics Thread (AMAT)
AMAT 266.86-0.5%12:54 PM EST

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To: etchmeister who wrote (16953)12/23/2005 2:56:38 PM
From: niek   of 25522
 
re:
Thanks for the link;
Very valuable as you could see whether competitors of ASML can get their foot in the door.

The last four years I didn't see Nikon or Canon selling 1 litho to TSMC or UMC.:) It seems that ASML is their only lithosupplier.

PowerChip, ProMos and WinBond used to be Nikon and Canon customers, but ASML gained also marketshare with these companies.

re:
Have a good holiday to everybody on this board

The same to you etch.
Niek
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