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 155.79

-3.4%

Nov 4 3:59 PM EST

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To: Sam Citron who wrote (10836)	5/8/2004 1:57:54 PM
From: Cary Salsberg	of 10921

A fab typically uses many vendors' tools. AMAT is the only vendor that approaches the potential to be a "shop". They don't do lithography and they are still a small player in metrology and defect tracking. Relative to typical markets, there are very few players among both semi and tool manufacturers. As process technology grows more difficult, the two groups grow closer, productivity and timeliness far outweigh price, and bargaining power on both sides is constrained by well established relationships and strong understanding of the business model. I think AMAT and INTC have greater bargaining power than NVLS and Samsung.

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