Applied Materials No-Politics Thread (AMAT) Message Board

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Technology Stocks : Applied Materials No-Politics Thread (AMAT)

AMAT 237.71

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Nov 3 3:59 PM EST

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To: etchmeister who wrote (15090)	5/24/2005 12:15:11 PM
From: Proud_Infidel	Read Replies (1) of 25522

Four Picks In Semi-Cap Equipment 05.24.05, 12:01 PM ET Deutsche Bank evaluated the back end of line (BEOL) segment of the wafer fabrication equipment (WEF) market and highlighted four stocks rated "buy." The BEOL segment accounted for 30% to 35% of the WEF space in 2004. The research firm sees significant changes shaping BEOL wafer processing: Material transitions, new film stack and process requirements, transitions to 300mm wafers and continuously shrinking feature sizes. "The combined effect of these changes presents an industry shift of a magnitude not seen before," Deutsche Bank said. The research firm sees the segment's changes providing opportunities for technology and market-focused equipment firms. "We believe that significant market share shifts can occur with major industry and technology inflection points, and note that wafer-size transitions, and material and process flow changes, have historically led to market share shifts." Looking at specific companies in the BEOL arena, the research firm said, "we believe Applied Materials (nasdaq: AMAT - news - people ) is best positioned; Novellus Systems (nasdaq: NVLS - news - people ) is broadly best leveraged; Lam Research (nasdaq: LRCX - news - people ) is narrowly leveraged; KLA-Tencor (nasdaq: KLAC - news - people ) continues as the dominant process control equipment supplier, and small companies like Rudolph Technologies (nasdaq: RTEC - news - people ) are driving strong niche positions." Deutsche Bank's four "buy"-rated stocks are Applied Materials, Lam Research, Mattson Technology (nasdaq: MTSN - news - people ) and KLA-Tencor. Novellus and Rudolph Tech are rated at "hold."

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