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To: Proud_Infidel who wrote (3572)5/6/2005 12:23:47 PM
From: Cary Salsberg  Read Replies (1) | Respond to of 3813
 
LRCX has a perfect 100% failure rate in attempts to diversify from etch. I always expected CMP to fail at LRCX. NVLS, on the other hand, has a record 2nd only to AMAT, among US companies, for developing new tools. I have found NVLS to be truthful and accurate. They didn't pretend to have a successful product in PVD for 7 years. When they said they had one, they did.