Semi-Equips - Buy when BLOOD is running in the streets! Message Board

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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!

LRCX 161.21

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9:30 AM EST

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To: Cary Salsberg who wrote (10835)	5/8/2004 1:27:34 PM
From: Sam Citron	Read Replies (1) of 10921

Cary, Thanks for the responses. I am still a bit unclear about the issue of switching costs and tool integration. Is it easy for a fab to use NVLS' PVD and/or CMP tools, but use AMAT tools for other processes? Or are there substantial advantages to being either a Novellus shop or an AMAT shop? Is it the strategy of both firms to provide a soup to nuts solution to virtually all their customers' needs? Who do you feel has greater bargaining power - the semi manufacturer or the tool manufacturer? Sam

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