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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: Sun Tzu who wrote (5918)	4/3/2003 12:49:21 PM
From: matt dillabough	Respond to of 25522

09:50 ET Lam Research contract win would be slap in the face for AMAT : First Albany says that checks indicate TSM is going to use LRCX's (+0.9%) Teres product for 300mm copper Chemical Mechanical Planerization; as AMAT (-0.6%) currently dominates the CMP mkt, firm sees this win at TSM as a slap in the face for AMAT (TSM is a lead customer for AMAT) and leads them to believe that the industry is looking for a second source to AMAT's CMP technology; since firm believes LRCX's Teres product has some technical limitations, this should bode well for NVLS's CMP offering, which has some inherent advantages over those of AMAT and LRCX.