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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Tony Viola who wrote (31780)	8/9/1999 4:22:00 PM
From: Jeffrey D	Read Replies (1) \| Respond to of 70976

Hi Tony, I did not get up to San Jose so no further information on the new construction at AMAT. Soundview upgrades NVLS and in the process mentions AMAT has taken market share from them. Thanks to Xy for posting this on the NVLS thread. Jeff Message 10878251 ""High-density plasma CVD (HDP-CVD) appears to be losing market share at the moment, but we expect it to be a viable competitor going forward. High-density plasma CVD (HDP-CVD) has been the fastest growing of the CVD segments as it is a requirement for current advanced interconnect structures. Novellus' Speed tool had a dominant market share in HDP-CVD early on as Applied Materials first generation tool stumbled. However, the Ultima tool from Applied has proven to be very successful in the market place, as it was the first to offer a fluorine doped insulating film and provides the remote chamber clean technology. The Novellus tool has begun to ship with the ability to do fluorine based films which should help. Additionally, we believe that the company has worked to address some consumable parts issues on the tool. Therefore, while the market share for HDP-CVD could tilt significantly in Applied's favor in 1999 (65-70% share), we believe that Novellus will have the opportunity to gain share back in 2000. Part of the share skewing is due to the large order that Applied received for HDP-CVD from Intel for 1999 delivery.""