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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 151.94+1.1%3:59 PM EST
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To: Will Lyons who wrote (10032)8/27/2001 11:13:31 AM
From: Ian@SI  Read Replies (2) of 10921
 
Hi Will,

Nice to see you back.

re: ...demand will pick up first in order to
increase productivity, lower costs, improve quality [Moores law] If and when a few start to adopt 300 mm, copper, low-k. smaller geometry, and new materials etc others will have to follow

INTC has gone there; IFX is there; the big foundries are there; and, this morning on Squawk Box, Maria reported that some broker likes AMAT because it said it just got a $75-$100M order from TXN which is evidence that NVLS isn't gaining Market share.

1. That large an order indicates that TXN is proceeding with its 300mm fab;
2. MTSN had won TXN's 300mm CVD business, so the analyst comment about NVLS seems a little odd.

But to your point, it appears that 300mm momentum is about to get underway.

Ian
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