SI
SI
discoversearch

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 : Speedfam [SFAM] Lovers Unite !
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Thomas DeGagne who wrote (3636)12/31/2000 4:02:51 PM
From: SemiBull  Read Replies (2) of 3736
 
To the best of my knowledge, "a" Lam's 300mm Teres CMP system has been shipped to a Taiwanese Foundry, very likely TSM. I don't believe LRCX to date has achieved a volume order. Previous posts on this thread have provided links to analysis of marketshare from various objective sources. If I get the chance tomorrow, I will try and post another.

Marketshare in the past is at only an indication of possible future results - marketshare can be gained or lost, which is why expenditure of R&D $$ in CMP is critical. Reviewing LRCX's 10Q (http://biz.yahoo.com/e/l/l/lrcx.html), I find it interesting that only one reference is made to CMP. While this is no indication of market penetration, IMHO is raises questions as to the materiality of CMP to LRCX's business.

Good luck to you in your investments in '01...SemiBull
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News