Zeev's Turnips - No Politics Message Board

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Strategies & Market Trends : Zeev's Turnips - No Politics

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To: DebtBomb who wrote (68582)	5/17/2002 10:18:17 AM
From: 2MAR$	Read Replies (1) of 99280

CCMP hit some rumor-turbulence ....hit low $52.40's : CCMP Cabot Micro hit by research note (52.75 -2.13) -- Update -- More on 10:06 comment: the research note appears to have come from Blackfin Research; it reportedly said that TXN has notified CCMP that DuPont/Air Products will displace its oxide slurry business, and that TXN has experienced a bacterial or fungus growth problem with tungsten slurry at one fab, but that it's not clear if this is a TXN issue or a problem with CCMP's tungsten slurry; Blackfin says that DuPont/Air Products is also being evaluated by TXN for the tungsten slurry business.

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