Novellus Message Board - Msg: 25529518

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Technology Stocks : Novellus

NVLS 2.400

+2.1%

Jul 24 5:00 PM EST

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To: etchmeister who wrote (3708)	3/27/2009 11:53:58 PM
From: etchmeister	Read Replies (1) of 3813

I wonder ... did Novellus capture key memory players (including NAND flash) Connect the dots folks....capex won't go to zero - but money will be spend very selectively - I mean very, very selectively Such a memory fab, with 100,000 wafer starts manufactured at 60nm, may require a total of 50 sets of PECVD equipment from our competitor. However, thanks to the triple throughput that Vector Extreme delivers over Express, the number of PECVD applications that would need to be installed can be reduced by 40% by choosing Vector Extreme over comparable solutions from our competitor. This shorter production cycle, of course, also helps our customers bid for more orders. finance.yahoo.com

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