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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: Cary Salsberg who wrote (10835)5/8/2004 1:27:34 PM
From: Sam Citron  Read Replies (1) | Respond to of 10921
 
Cary,

Thanks for the responses. I am still a bit unclear about the issue of switching costs and tool integration. Is it easy for a fab to use NVLS' PVD and/or CMP tools, but use AMAT tools for other processes? Or are there substantial advantages to being either a Novellus shop or an AMAT shop? Is it the strategy of both firms to provide a soup to nuts solution to virtually all their customers' needs?

Who do you feel has greater bargaining power - the semi manufacturer or the tool manufacturer?

Sam



To: Cary Salsberg who wrote (10835)5/8/2004 7:54:01 PM
From: Proud_Infidel  Read Replies (1) | Respond to of 10921
 
Cary,

At this point in the cycle, what price do you envision AMAT hitting before heading down? I seem to recall an estimate of $72 if I am not mistaken?

TIA

Brian


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