FSII - The Worst is Over? Message Board

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Technology Stocks : FSII - The Worst is Over?

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To: Jim Devlin who wrote (1721)	1/19/1998 2:32:00 PM
From: Running Bull	Read Replies (1) of 2754

I see no compelling future for Submicron. The only positive is that they are dealing with their disaster and have new management. But the trends in cleaning are toward newer and more efficient tool platforms like CFM offers for batch cleaning, or single wafer processing like FSI. But FSI's single wafer processes have never really caught on. Plus the Japanese are huge players in the cleaning business with competing wet bench technologies and have the lion's share of the asian market. Given the devaluation of the yen and the fact that the Japanese have come on shore to the US to compete with their wetbenches doesn't bode well for Submicron. The only cleaning companies to make progress in the US are Steag and CFM. This has come at the expense of FSII and others. Submicron does have an ozone cleaning process, but the tool footprint makes their offering less than attractive to me. Another way to think of all this is that Submicron sells sinks that you dunk your dishes in, FSII sells dish washers where the spray nozzels stay fixed and the dishes are spun, and CFM sells a vertical river that washes and drys the dishes with no water spots in the space of the FSII tool. Which would you buy?

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