Applied Materials No-Politics Thread (AMAT) Message Board

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Technology Stocks : Applied Materials No-Politics Thread (AMAT)

AMAT 256.89

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Dec 31 3:59 PM EST

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To: Proud_Infidel who wrote (742)	3/3/2002 6:08:12 PM
From: Fred Levine	Read Replies (1) of 25522

Brian, from Silicon Strategies of 3/1: And, the death of Novellus' business at Intel Corp. has been greatly exaggerated, according to Prudential. Rumors have been flying around the industry for weeks that Intel selected Applied Materials Inc. over Novellus for a big order of copper-electroplating tools. "Contrary to speculation, our checks indicate Novellus is not losing market share in copper electroplating but rather has gained further traction," according to the report. "The recent market share loss speculation stems from Intel, who has taken delivery of three Applied Materials tools for copper electroplating," the report said. "Intel's strategy at 300-mm has been to utilize dual sources and we believe this is not unusual," the report said. "To the contrary, we believe Novellus could have wins at STMicroelectronics and Toshiba, where it was not incumbent," it added.--M.L. --- fred

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