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

To: Ian@SI who wrote (11367)	9/2/2003 8:27:00 PM
From: Sam Citron	Read Replies (1) \| Respond to of 95632

Ian, Go back to about 1997 on the UTEK thread and read the posts related to P-GILD which is now known as the LTP tool. Thanks for the suggestion. As it is harder to find a keyword from 1997 in SI than it is to find Saddam in Iraq, I used Google in advanced mode instead and found 4 references. But they didn't help very much in terms of evaluating the disruptive potential of LTP. LTP allows absolutely precise 3D control of doping which is not possible with RTP across entire wafers at "bleeding edge" feature sizes. Disruptive technology usually implies simpler, cheaper, more convenient and more reliable according to Christensen. Just how does LTP provide these 4 elements? Disruptive technology usually tends to disrupt by flying under the radar screen where it has been serving a different, usually low-end market segment that has been ignored by the industry leader. How does this apply to LPT? I understand that AMAT licensed some of UTEK's IP 3 years ago? Was the LTP-enabling technology included or excluded? According UTEK the highest PSR in the semi-equip universe right now, the market seems to believe that AMAT with an 80% market share in RTP is about to be caught sleeping at the wheel. But is it? Cheers, Sam