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Technology Stocks : Speedfam [SFAM] Lovers Unite !
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To: Mr. Sam who wrote (3332)4/8/1999 7:03:00 AM
From: SemiBull  Read Replies (2) of 3736
 
Mr. Sam,

<As far as SpeedFam-IPEC is concerned, AMAT is still the dominant
competitive threat. The next tier of potential competitors in the 2000+ timeframe are Ebara, Strausbaugh, Lam, and Obsidian. I'd guess that 1-2 of those will be quite successful and that 1-2 will exit the business by 2002 due to a failure to reach the critical mass that it takes to continue to fund the huge R&D needed to compete in this
capital-intensive market.>

Absent SFAM-IPEC, which of the other potential competitors have you listed are pure CMP plays? Since CMP is SFAM's bread and butter, would it be safe to say its swim or drown (or be bought out)?

Thanks in advance....SemiBull
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