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Technology Stocks : Applied Materials No-Politics Thread (AMAT)
AMAT 259.15+1.1%Dec 22 3:59 PM EST
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To: etchmeister who wrote (17247)1/18/2006 12:20:23 AM
From: Cary Salsberg  Read Replies (2) of 25522
 
Hill said 2006 is the year of PVD and 2007 of CMP. Production PVD orders are the key this year. Hill says PVD is a $1B market. NVLS said they had 18 customers a quarter or 2 ago, up from nothing very recently. If these customers order production volumes of PVD, NVLS will outperform the industry.
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