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Technology Stocks : Semi Equipment Analysis

SOXX 304.92

-0.1%

Dec 30 4:00 PM EST

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To: Return to Sender who wrote (9252)	4/3/2003 10:32:53 AM
From: Return to Sender	Read Replies (1) of 95652

From Briefing.com: 09:50 ET Lam Research contract win would be slap in the face for AMAT. First Albany says that checks indicate TSM is going to use LRCX's (+0.9%) Teres product for 300mm copper Chemical Mechanical Planerization; as AMAT (-0.6%) currently dominates the CMP mkt, firm sees this win at TSM as a slap in the face for AMAT (TSM is a lead customer for AMAT) and leads them to believe that the industry is looking for a second source to AMAT's CMP technology; since firm believes LRCX's Teres product has some technical limitations, this should bode well for NVLS's CMP offering, which has some inherent advantages over those of AMAT and LRCX. finance.yahoo.com^SOXX+ALTR+AMAT+AMD+ASYT+BRCM+INTC+KLAC+LLTC+LRCX+LSCC+LSI+MOT+MU+MXIM+NSM+NVLS+TER+TSM+TUNE+TXN+XLNX+^IXIC+^NDX+^SPX+^VIX+^VXN+^STI.N+^STI.O+SMH&d=t RtS

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