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Technology Stocks : Novellus
NVLS 2.400+2.1%Jul 24 5:00 PM EST
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To: Duker who wrote (2274)6/10/1999 10:18:00 AM
From: Ian@SI  Read Replies (1) of 3813
 
Duker,

All of the current leaders will come up with 300mm offerings. The question is "When?". For example, MTSN supplied its equipment to each of the 300mm consortiums; and is already qualified by their members.

Infineon has announced that they're getting better yields on 300mm than 200mm. (i.e. the Siemens - Motorola consortium).

The other question is "How much market share will remain available to the late comers to 300mm?".

And one final comment. I would expect Rick Hill to tell nothing but the truth in his conference calls. There's a little group of scum out there known as Milberg Weiss just waiting to pounce on any company which misleads its investors about material facts. And CEOs know and fear that scum.

Ian.
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