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Strategies & Market Trends : The picks
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To: Trader X who wrote (4266)2/8/1997 11:03:00 AM
From: Andrew Vance   of 6124
 
*AV*---SUBM

I am really trying to come up with a compelling positive on this
company to feed back to you. It is on my list as a company to invest
in when things turn around. Here is my take so far (as a person
involved with this type of equipment)

1. There aee some installation/facilitation issues with these wet
benches that have caused some nasty problems.
2. These provblems are a combination of both end user and SUBM.
3. SUBM has one of the more automated and expensive wet benches for
cleaning and processing wafers.
4. Will they be a player in 300mm? Yes, but I am trying to get a feel
as to whether they will be a major player or a minor player.
=====a.-This is really not sophisticated equipment (An automated wafer
dunk tank for processing groups of wafers in a cassette at the same time.
=====b.-This batch processing may not be the mode of cleaning with the
300mm wafers. Between single wafer procesing, cryogenic processing, etal.,
we may actually see a reduction in the need for SUBM products.
=====c.-SUBM wet benches may become more of a niche process tool than a
tool with broader applications.
=====d.-These automated wet benches take up a great deal of floorspace.
Therefore the will be someone else out there trying to build a better
mousetrap that is less expensive and/or takes up less floor space.
=====e.-SUBM involvment in 300mm processing may be a last ditch effort
to gain wide acceptance before they become in dire need of corporate
welfare (takeover or R&D funding from any 300mm consortium)

This is all the info I have to share with you to date and is subject
to revision as new information comes to light. I also did not want to
document this during market hours since this is not real flattering.
The only reasons I have this stock on my radar is to watch for some
positive news relative to their products and/or seeing it drop from
radar and onto sonar.

Regards
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