Semi-Equips - Buy when BLOOD is running in the streets! Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!

LRCX 178.07

+0.4%

Dec 26 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Mike Taylor who wrote (2604)	10/1/1997 10:34:00 PM
From: Running Bull	of 10921

FSII has an electroless copper deposition process that they have been trying to peddle for this application. It looked pretty promising, but I don't know if they got anyone to bite. It appeared to have a lower cost of ownership as compared to Semitool, but I believe that Semitool has a lock on most of the developed copper depostion processes. IBM, Motorola and AMD were all looking at Semitool. I think they are the way to play this game. For sure they will capture some of the aciton, if not all of it. The other angle to play is the CMP side. For copper to work, the cmp process will get a lot of attention. New slurry's, dedicated tools for sure...So look for whoever has the CMP production lock on these three plus Intel to be a big winner as well. Anyone know who that would be?

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next