Varian Semiconductor Equipment Associates -- VSEA Message Board

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Technology Stocks : Varian Semiconductor Equipment Associates -- VSEA

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To: Berk who wrote (1842)	10/3/2007 2:40:52 PM
From: etchmeister	Read Replies (2) of 1929

The beauty is, though, that it comes roaring back (Intel 45nm ramp! heck PC demand not falling off cliff and foundries beginning to ramp 65nm) Bob Halliday I think next year will be a really strong year for single-wafer and I think we'll do well. Nominally as you get to, I'll say nominally, advanced line, sometimes I say 45 but it's not really 45, it's just more advance line (inaudible). Customers really want single-wafer high energy tools to be able to do the shrink so they can eliminate the annual divergence from a batch tool. Secondly, they don't like the potential scrap risk when you're doing sort of 13 wafers a time rather than 1. Three, they can get more precise implants. Four, we have the cleanest tool in terms of particle count, which becomes more and more important even with a high energy tools. So then you say how do you know it isn't speculation, Bob? We're seeing all the advance customers start to spec them into the road maps. So we're pretty confident that this transition's coming and that we should benefit from it. seekingalpha.com

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