Semi-Equips - Buy when BLOOD is running in the streets! Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!

LRCX 149.11

+4.1%

3:55 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: TI2, TechInvestorToo who wrote (8318)	4/10/2000 8:29:00 PM
From: Michael Dunn	Read Replies (1) of 10921

In the past the large majority of the bare wafer inspection equipment for wafer manufacturers was purchased from ADEX. However, I believe KLA and AMAT have competing products in that area. I'm not sure about the ingot pullers. Whether ADEX maintains market share is TBD. If the CMP market is any indication the answer is "no they won't", (SFAM-IPEC which had the majority of the market share previously have been trounced by AMAT). However an argument to the contrary would be that in increasing CMP market share AMAT could leverage off other equipment and offer one-stop shopping. They appear to lack this leveraging advantage with wafer manufacturers due to having little other wafer manufacturing equipment. IMHO ike

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next