Novellus Message Board - Msg: 11090727

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Technology Stocks : Novellus

NVLS 2.400

+2.1%

Jul 24 5:00 PM EST

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To: Xpiderman who wrote (2354)	8/27/1999 7:21:00 PM
From: Alan Gallaspy	Read Replies (1) of 3813

AMAT is much bigger company and taking market shares from competitors (including NVLS). AMAT is now coming out with their copper tools, I wonder if some people are seeing this as a big negative for NVLS. I have not heard of AMAT definitely making any sales to a customer that has bought NVLS Cu tools, thus taking market share. Maybe AMAT is taking away some NVLS share in other areas that we have not heard about yet. Does anyone think that the momentum for semi-equip industry consolidation is so compelling and inevitable that there is only room for one AMAT gorilla and the only thing left will be a few crumbs for the other players?

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