SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Dr. Mitchell R. White who wrote (34906)4/19/2000 12:23:00 PM
From: Kirk ©  Read Replies (1) | Respond to of 70976
 
Besides AMAT, I own LRCX. Yesterday in the LRCX conference call, CEO Bagley said that LRCX was making gains in market share in Japan. I wonder if this is at AMAT's expense or other companies? I believe the markets were etch and CMP that they were doing well in. Of course, LRCX lost market share and had some catching up to do.

thanks
Kirk out



To: Dr. Mitchell R. White who wrote (34906)4/19/2000 12:44:00 PM
From: Lone Star  Read Replies (1) | Respond to of 70976
 
Uh, gentlemen, and who would these European equipment vendor alternatives to AMAT ( or Novellus, Lam, KLA for that matter ) be? AMAT has a small handful of potential competition per system type ( Lam, TEL for etch; Novellus for DCVD; Varian, Eaton for Implant, etc.) but virtually no European competition.


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News