Semi-Equips - Buy when BLOOD is running in the streets! Message Board

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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!

LRCX 235.08

+3.8%

Feb 11 3:59 PM EST

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To: Ramsey Su who wrote (6283)	7/14/1998 10:03:00 AM
From: Mason Barge	Read Replies (2) of 10921

Novellus today got another round of good publicity on the IBM-copper project. The WSJ article was very prominent and made this sound like a potential winner. It would certainly give new lease on life to Lam and IPEC, both of which need a shot in the arm. Again, this appears to leave Semitool, once the heralded leader in copper electroplate technologies, out of the loop. There are three basic technologies that might demand major overhaul or redesign of wafer fab operations: decreasing linewidth, copper, and 300mm wafers. Apparently 300mm is just not happening for a while in any scale, and the decreasing linewidth technology, while seeming to progress in good fashion, is not driving enough sales to grow equipment co's bottom lines. Any ideas on wide adoption of copper? Also, Compaq announced this morning that its cheapest ($899) PC's are also its most profitable consumer machines! This sounds to me like a lot of demand for chips that won't need new equipment purchases. At least maybe now AMD and IDT might show a quarterly profit. And the 16mb DRAM fabs can keep up the market for DRAM chips, LOL.

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