Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 252.25

+0.9%

Nov 28 9:30 AM EST

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To: Darin who wrote (8429)	10/5/1997 8:37:00 PM
From: Tech Buyer	of 70976

How about a little cat fight between AMAT and KLAC ... ebtmag.com Yield . . . or else! Excerpt: . . . Applied Materials paid $275 million for Opal Inc., a vendor of equipment using scanning electronic microscopes to measure critical dimensions of ICs, and Orbot Instruments Ltd., a supplier of automated optical inspection systems for wafers and reticles. The two firms were merged into a new process diagnostics and control business group in March. Sales were only about $100 million over the last year, but Morgan expects that figure to double in the coming year. He says Applied Material's expertise in the process side will enable it to help customers improve the yields of their fabs. "We'll address it in a little broader way than KLA-Tencor can do," he claims. That brought a snort from Tom Long, vice president and general manager of KLA-Tencor's yield management consulting group in San Jose. "We have 12 different product lines covering all critical measurements, plus the software necessary to analyze the data. Applied Materials is just starting to get into this business."

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