Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 230.77

+0.9%

Nov 12 3:59 PM EST

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To: Rob-Chemist who wrote (30772)	6/1/1999 2:01:00 PM
From: FLSTF97	Read Replies (1) of 70976

I think the Obsidian purchase is good for AMAT; it should cement their position in CMP. The technology is unique and not at all like the TERES machine. The key element is that the system can be slurryless. It uses a ribbon of abrasive material that is incremented with each wafer pass. The Lam system is a belt that keeps revolving. Supposedly the Obsidian system provides very stabile process results and cost advantages.

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