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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 137.95-1.2%10:25 AM EST
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To: Rob-Chemist who wrote (2409)7/29/1997 8:30:00 PM
From: Running Bull   of 10921
 
I can't fathom why else AMAT would want to own a tool if it couldn't fit on a facet of their cluster. Let's say you are the etch engineer and are responsible for that process sequence that is contained in a stand alone cluster. You want to know that your process is performing correctly, so you inspect the wafer in your cluster tool as you recieve it, then perform your process, and then inspect it again. You then can't be blamed for defects if you have the inspection records. You also know when to service your tool, as you would know on line if it is drifting out of spec. In the rest of the world, this is known as statistical process control. Makes sense to me. Also, since when have semiconductor process engineers paid any attention to equipment cost? The revenue volume through the fab so dwarfs the equipment cost, that if the process is truly enabeling, equipment cost doesn't matter. Haven't you ever marveled at how these equipment makers can charge the prices they charge and make the profits they make? This industry is growing so fast that equipment market is price inelastic. If you have the best tool, you can almost name your price.
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