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

To: Sonki who wrote (34253)	2/15/2000 7:09:00 PM
From: Henry Niman	Read Replies (2) \| Respond to of 70976

Carl Quintanilla, of the Wall Street Journal was on CNBC and thought conference call went well 207.235.5.146

To: Sonki who wrote (34253)	2/16/2000 9:18:00 AM
From: Katherine Derbyshire	Read Replies (1) \| Respond to of 70976

>>conf call in progress: questions on 300mm and copper tech questions coming up Amat belive themselves to be the leader in copper tech. I thought nvls was and amat was playing catchup.<< Semitool actually has the most copper electrodeposition tools in the field. But counting "copper market share" is tricky because you also have barrier and seed layers to worry about. If a fab uses AMAT barrier and seed deposition systems, and a Semitool copper fill system, both companies will probably claim "copper leadership" in that fab. Also, "superior technology" and "market leadership" are not necessarily the same thing. AMAT claims that their copper fill system gives a more manufacturable process than either of the competitors. Even if that's true (reasonable people may disagree--both approaches have pros and cons), it may not have translated to sales yet. Katherine