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To: E_K_S who wrote (3793)12/14/2011 6:54:57 PM
From: robert b furman  Respond to of 3813
 
How would amat gain with lrcx buying nvls?

Amat bought vsea but they were ion implant

Neither lrcx or nvls were in ion implant

Bob



To: E_K_S who wrote (3793)12/15/2011 12:01:44 PM
From: etchmeister  Read Replies (2) | Respond to of 3813
 
It's a very good fit:
one of the key leading edge applications is double patterning which consists of leading edge deposition and etch technology. Integrating both steps will be a major improvement (because there might be important interaction between etch,dep and clean IMHO) and they can now compete directly with AMAT who also offers etch and dep as well.