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To: Cary Salsberg who wrote (3571)5/6/2005 10:35:23 AM
From: Proud_Infidel  Read Replies (1) | Respond to of 3813
 
Re: As is pointed out in the article, NVLS believes it has a superior product for 65nm and expects a significant revenue ramp in 2006.


Lam also thought they had a competitive product in CMP with the Teres. What management says on a CC with analysts may be different that what is reality on the ground however.



To: Cary Salsberg who wrote (3571)5/6/2005 10:56:59 AM
From: Sam Citron  Respond to of 3813
 
Thanks for your comments, Cary.


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