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To: etchmeister who wrote (3796)	12/15/2011 12:27:27 PM
From: E_K_S	Read Replies (2) \| Respond to of 3813

Is there very much overlap as to what AMAT does vs the new combined NVLS & Lam Research? My thinking was that there might be some customer retention issues during the integration of the new combined company where AMAT might seize the opportunity to gain market share. Perhaps it's a significant enough different market base and/or product(s) that AMAT will see little or no benefit from customer migration. The new combined company should help them provide efficiencies and quicker product cycle development which should hopefully translate into higher product margins and happier customers. These changes are always good for the industry and eventually will benefit the shareholder. Intel is so big and dominant that they lost the ball on the development of very low powered dual/quad core processor(s) used in tablets and smart phones. Nvidia and others leapfrog the industry and only now (after 18 months) has INTC brought a similar product to market. This could occur to AMAT if they do not keep on top of what the new NVLS & Lam company develops. EKS

To: etchmeister who wrote (3796)	12/29/2011 12:48:11 PM
From: etchmeister	Read Replies (2) \| Respond to of 3813

one of the key leading edge applications is double patterning NAND flash, with the critical dimensions and layout, will continue to drive lithography using double-patterning, and perhaps triple-patterning. Atomic layer deposition (ALD) tools will be challenged to deposit films as thin as 4nm to achieve the proper gate dimensions and device electrical characteristics. The number of electrons on the gate continues to shrink, making reliability and repeatability of deposition and etch processes critical to NAND yields. 2xnm and 1xnm NAND are expected to be roughly 4% of the 19,000 Petabytes total production in 2012 electroiq.com