SEMITOOL (SMTL):Is it a hold? Message Board

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Technology Stocks : SEMITOOL (SMTL):Is it a hold?

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To: Running Bull who wrote (700)	7/14/1998 10:11:00 PM
From: SemiBull	Read Replies (1) of 973

Running Bull, I believe the AMD announcement regarding the utilization of AMAT's copper tool is a win for SMTL's electroplating Cu tool. It is my understanding that AMAT doesn't "really" have one. Further, when the IBM Cu process is mentioned it likely involves SMTL's tool, because once again, they are utilizing SMTL's electroplating tool. The same is true for Motorola. With all that said, what is clear to me is that Kalispell is a long way from Wall Street and Semitool is not a PR driven company. :~) I guess they'll speak with their earnings. While I am never assume anything in this fast paced sector, don't count SMTL out because of NVLS and AMAT per se'. I believe at one point NVLS tried to buy them out...not at a price that CEO Thompson wanted. Now that Thompson has stepped aside anything goes, who knows. Since neither AMAT nor NVLS have as rigorous or robust an electroplating tool as SMTL....'Tool will be either become a great acquisition target once again, or will just have to bring home the bacon and let it speak for itself. Would be nice if they used just a little more PR. :~) Just one man's spin....SemiBull

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