Alan;
Yes, ALCS is gaining significant market share with 300mm, but so has MTSN, who will be #1 by a wide margin in this area. This leaves NVLS(GSNX) with almost nothing, who the other 2 got most of that share from. BTW, with ALCS having the INTC account, it's possible could have the #1 300mm position, as measured in sales this year, but it will be brief. Also, don't forget the Highlands system, it's gonna be very big. I think they must be waiting for Semicon to announce it, but many units in in the field already.
Best Regards,
John Stewart |
