Applied Materials No-Politics Thread (AMAT) Message Board

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

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To: etchmeister who wrote (15225)	6/9/2005 10:33:53 AM
From: Bookdon	Read Replies (1) of 25522

That was my point. When AMAT decided to enter this mask inspection market three years ago, they thought that their ETEC connection would allow them access to the mask-makers who buy this kind of inspection equipment. They did not, however, think it though. Their first error was to use a 248nm source for measuring masks to be used at 193nm (subsequently changed, but at the cost of a one-year slip in deliveries). The second mistake was to allow only die-to-die inspection for masks that (early on) often had only one die. "They didn't know what the didn't know" was a good way to state the problem. Unfortunately, this was an example of the engineering team who designed the tool knowing, but AMAT corporate management not knowing. I hope that either a different engineering team (one that won't ignore potential design problems) is being used, or that corporate management is better informed about market needs. I certainly want AMAT to succeed in capturing part of this lucrative market, but am concerned about the track record.

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