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Politics : Ask Michael Burke
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To: Cary Salsberg who wrote (213)8/1/1996 2:53:00 PM
From: davesd   of 132070
 
Cary, if you do your research on PMAT etchers and compare them to AMAT and LRCX etchers, it would be clear who has a technology edge.

AMAT and LRCX have both released their latest and greatest technology in time for the SEMICON show last month, and they are far behind PMAT when it comes to technology in etching.

PMAT has consistently beaten both AMAT and LRCX for R&D units to develop the next generation chips based on .25u and below.

At the SEMICON show, a couple of the guys at the LRCX booth admitted that PMAT has leading edge technology, but discounted them because they are not major player in the industry today. Sounds alot like IBM in the early 80's.

So basically, AMAT and LRCX have offered their best product and it falls short when compared to PMAT. Companies that have been AMAT and LRCX diehards have bought PMAT systems, i'm sure there was a significant advantage or else they would not waste their time and money with a small company like PMAT.

dave
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