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 (16601)	11/19/2005 1:57:59 PM
From: Cary Salsberg	Read Replies (1) of 25522

RE: "AMAT and NVLS are in a dogfight (CVD/PVD)." NVLS believes that CMP will be added to the dog fight in 2006. I read one analyst say that LRCX is making a "strategic commitment to clean". Do you know what "clean" refers to? Bagley came to LRCX with th acquisition of the leading CMP clean tool company. When AMAT added their own clean tool and gained dominant market share of CMP, LRCX business went away. I suspect any success NVLS has in gaining CMP market share will bring increased business to LRCX. NVLS certainly will not want to pair with AMAT's cleaner. So, does "clean" mean CMP clean for LRCX or something else?

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