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Strategies & Market Trends : The Amateur Traders Corner
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To: Tom Hua who wrote (8300)4/12/2001 8:43:57 AM
From: gladman  Read Replies (1) of 19633
 
Tom, CCMP currently enjoys 80% market share of the CMP market. I don't believe their aggressive growth targets
can be maintained.

I've sold into the chemical industry and have spoken with people at Dow about the CMP process. They tell me CCMP should be concerned with:

1. New pads being developed which reduce the amount of slurry(up to 50% less) required in the polishing process.

2. Strong competition from companies with deep pockets ex. Dupont/Air Products JV. Additional competitors Rodel, EKC, Fujini.

3. Advent of slurryless technology.
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