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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 172.27+4.6%Dec 19 9:30 AM EST
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To: Katherine Derbyshire who wrote (6772)8/21/1998 12:07:00 AM
From: David Rosenthal  Read Replies (1) of 10921
 
Katherine,

Simple question here about AMAT and lithography (and excuse my ignorance). I thought AMAT's strategy was to expand their market by providing tools that maximize efficiency by working together. Wouldn't lithography be an odd duck here? Don't these machines standalone at the beginning of the process? Is there any benefit that integration could provide?

Thanks in advance,

Dave
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