Applied Materials No-Politics Thread (AMAT) Message Board

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Technology Stocks : Applied Materials No-Politics Thread (AMAT)

AMAT 223.95

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Nov 21 9:30 AM EST

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To: Kirk © who wrote (24924)	3/23/2011 6:28:19 PM
From: etchmeister	of 25522

Probably the Japanese now with the troubles there... TEL is the (sole) supplier for Intel's dielectric etch as far as I understand - and that's the largest piece within the (logic) etch pie. While I do not believe the quake will be a game changer Intel might notch up its awareness having/qualifying a second source back up. Late eighties / early nineties a lot of LAM equipment was purchased and its use was extended but there was (as far as I understand) no new business/applications for 20 years or - it was the "Rainbow" etcher - very, very old technology compared to today.

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