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

To: Proud_Infidel who wrote (12156)	11/19/2004 2:12:25 PM
From: The Ox	Respond to of 25522

I know I'm stating the obvious but there is a HUGE difference between companies folding and disappearing from acquisition. To toss out WAG statistics and to combine the 2 different avenues into one "magic" disappearing act looks like a scare tactic. It seems like we read this type of prediction every other year or so.

To: Proud_Infidel who wrote (12156)	11/19/2004 8:34:31 PM
From: etchmeister	Read Replies (1) \| Respond to of 25522

During a presentation at International Sematech's Global Economic Symposium here, Dean Freeman, an analyst at Gartner/Dataquest, indicated that less than 10 equipment suppliers in total could satisfy most of the IC industry's requirements within the next decade. I don't think chipmakers will like this (trend). My impression if someone like Intel sees potential in small guy they will help to make the small guy successful. If I recall correctly Intel neither selected AMAT nor NVLS for (lowk?) CVD - rather they selected ASMI. Mattson is getting business in strip and RTP against NVLS and AMAT Another example is metrology and defect inspection where a number of small companies that compete very successfully: RTEC, TWAV , ADEX, AUGT , NANO are competing successfully with KLA (TWAV was actully up today) I'm curious to hear what the board thinks about small cap equips. as between 20-to-40 percent of all vendors could disappear over the next decade, warned an analyst from Gartner Inc. on Thursday (Oct. 18). Besides what is the Sales volume of the 20% - 40% percent $ wise? (I think Dean used to work at Lam CVD unit) BTW when I red the story about 450 mm wafers I was thinking it might be not a bad idea to reasign the AMAT guy who was talking about 450 mm wafer to a position where he can add some value - but that's just my PO