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Politics : Formerly About Applied Materials
AMAT 322.27-5.6%3:59 PM EST
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To: w0z who wrote (35634)7/7/2000 3:35:16 AM
From: FLSTF97   of 70976
 
Bill most of the big players won't gum up their demo machines for these materials so it is mostly the second (or third tier) players. I've seen press release for companies like Aixtron, Plasmatherm, and Mattson. Although the markets are fast growing, the equipment arena is trivial. For some of the compound companies their production rates are in the single digit wafers per week! On a square inch of wafer surface basis the compound market is many orders of magnitude smaller than the silicon market.

FATBOY
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