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

To: Cary Salsberg who wrote (7639)	10/20/2003 10:42:03 PM
From: rhering	Respond to of 25522

Cary, I agree with your recollection on Hill's comments on CMP. I think he implied they've struggled with CMP but are hopeful their new CMP product at the .065 node can make inroads, hence the 2nd half of '04 date. I didn't hear the Bagley's CMP comments but it makes sense at this point for NVLS & LRCX to minimize their competitive overlap. I'm sure AMAT would love them to expend energy attempting to take market share from one another. Regards, Roger

To: Cary Salsberg who wrote (7639)	10/21/2003 3:05:47 PM
From: Kirk ©	Read Replies (2) \| Respond to of 25522

RE: In the last conference call, Bagley said that he did not want to have another "me too" CMP tool. It sounded like he was setting the stage for exiting the CMP business. This contrasts with what Hill said about CMP in the NVLS conference call. Hill said that NVLS was getting a good reception for CMP tools and he expected sales to pick up in 2H '04. NVLS bought that tool by buying SFAM. That looks like a great tool if they can get it running... I believe SFAM was running out of money to do it so they had to be bought by NVLS. I believe this has hurt NVLS's results but it might be a good buy now relative to the others IF the tool shows good results in volume production. A well run company would know when to stop spending good money after Bad so Bagley might be doing the right thing IF he exits the CMP market. IF the SFAM tools works as well as it was supposed to when it was winning awards before it was bought by NVLS, then why fight it when you have other areas to exploit?