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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Donald Wennerstrom who wrote (11216)	8/25/2003 12:43:01 AM
From: Cary Salsberg	Respond to of 95645

I would like to comment on size and growth potential. AMAT, KLAC, and NVLS are not big enough for their size to restrict their growth. AMAT is the biggest, but it has many more tools than the others. AMAT could be broken into an etch company the size of LRCX, a PVD, CVD, ECP company the size of NVLS, the leading CMP company, a smaller version than KLAC of an inspection and metrology company, and others. They have more growth potential than most because: 1. KLAC - inspection and metrology gain increase share of the total fab expense as the chips move along the road map; 2. NVLS - they have an exceptional record for innovation in their areas of expertise and they have a new acquisition to develop; 3. AMAT - they have uniquely been able to expand into new niches and consistently gain leading market share.