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Technology Stocks : Speedfam [SFAM] Lovers Unite !
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To: RockyC who wrote (3003)5/20/1998 9:09:00 PM
From: Justa Werkenstiff  Read Replies (1) of 3736
 
Market share information (guesses) from previous SFAM cc for 1997:

1. SFAM - 22 - 25% market share and growing.

2. AMAT - small but increasing.

3. Ebara - 22 - 25% and increasing.

4. IPEC - 50% or under but decreasing.

Overall, CMP market is growing.

AMAT now claims to have a "leadership" position in CMP in Morgan CNBC interview. No market share figures provided by AMAT. Given the above, is AMAT overstating its hand so as to make its claimed position a reality? Interesting.

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