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To: Ian@SI who wrote (1836)9/23/1999 6:50:00 AM
From: John Stewart  Respond to of 3661
 
Ian;

I'm really interested in Brad's comments in CVD in the next CC. Hoping for a hint on performance of existing base and op's going forward. BTW, it was a very short period of time for eval to production orders at Samsung I think. Again, I think virtually all the revenue growth this cycle will be CVD and Strip. With huge gains in the foundry and DRAM area, they would be hit fairly heavy whenever the next downturn came, though.

Best Regards,
John Stewart



To: Ian@SI who wrote (1836)9/23/1999 8:06:00 PM
From: lrrp  Read Replies (1) | Respond to of 3661
 
also just found this:
www2.semiconductoronline.com
what do you and John make of the steag product ; it also looks like a bridge tool; semionline likes it! they dont mention mattson's tool; its also not clear to me that these fresh and likeable products are what the editor likes or are they compensated in any for listing these particular products? From what I've seen of the editor; I guess it's the former!, steve


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