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To: TI2, TechInvestorToo who wrote (8318)	4/10/2000 3:11:00 PM
From: John Cuthbertson	Read Replies (1) \| Respond to of 10921

TI2, One company in this arena is Ferrotec, a Japanese company. They recently bought Ferrofluidics, an American company that makes (among many other things) crystal growing systems. They made the first U.S. made 300 mm crystal grower back in 1996. I think there are probably other Japanese companies operating in this business too, but I am less than an expert. I would suggest, though, that this would be a good question to post over on the MEMC Electronic Materials (WFR) thread, where there are some very knowledgeable posters. ==John C.

To: TI2, TechInvestorToo who wrote (8318)	4/10/2000 8:29:00 PM
From: Michael Dunn	Read Replies (1) \| Respond to of 10921

In the past the large majority of the bare wafer inspection equipment for wafer manufacturers was purchased from ADEX. However, I believe KLA and AMAT have competing products in that area. I'm not sure about the ingot pullers. Whether ADEX maintains market share is TBD. If the CMP market is any indication the answer is "no they won't", (SFAM-IPEC which had the majority of the market share previously have been trounced by AMAT). However an argument to the contrary would be that in increasing CMP market share AMAT could leverage off other equipment and offer one-stop shopping. They appear to lack this leveraging advantage with wafer manufacturers due to having little other wafer manufacturing equipment. IMHO ike