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

To: StanX Long who wrote (13596)	2/25/2004 10:32:19 PM
From: StanX Long	Read Replies (2) \| Respond to of 95391

Heard on the Beat: Slurry price war slurs market By C.V. Dee Silicon Strategies 02/25/2004, 5:10 PM ET Word on the street is that a price war has hit the copper slurry market. "Sources indicate that Cabot Microelectronics is finally getting competitive on price at its largest customer," according to Vincent Valentine, an analyst with investment banking firm Mitchell, Detwiler & Co. in Boston. "We are told that the company has cut prices in half on copper slurry into Intel, matching Fujimi's price of $12/gallon in an effort to secure the existing supplier relationship that it has had inside Intel," Valentine wrote in the report. "As we've reported in the past, vendors have been vying for position as the supplier agreement that Cabot has had with Intel is set to expire at the end of April. While we have been hearing that Fujimi was set to take the business, it appears that Cabot is taking aggressive action to preserve the relationship."