Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 322.32

-5.6%

Jan 30 9:30 AM EST

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To: Paul V. who wrote (4909)	5/29/1997 5:17:00 PM
From: Big Bucks	of 70976

Paul, I have no direct insight or knowledge of AMATs' photolithography position. I was involved in the past with the initial development of a new product (which is the best selling semi-mfg product of all time) and can tell you that if AMAT is developing lithography equipment or are considering this market it will be a NEW technology. Personal opion: I have been waitng for some time now for AMAT to announce either a new technology aquisition or the development of a sub-0.1u lithography technique to push the frontiers of device size reduction that will push technology for the next 5-10 years. Applied Materials wants to be the undisputed technology leader, not an also-ran. It would be a total coup to offer an entire equipment set with guaranteed processes and yields to new fabs who purchase the total equipment and engineering support package, think of the potential and the profit margins. The best is yet to come!! BB

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