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Technology Stocks : KLA-Tencor Corporation (KLAC) -- Ignore unavailable to you. Want to Upgrade?


To: Mark Johnson who wrote (882)1/12/1998 11:59:00 PM
From: Chia-Bin Wang  Read Replies (1) | Respond to of 1779
 
Some thoughts on MOT/SGS-Thomson announcement today,

Their joint venture --- white Oak semiconductor is mentioned.

A few weeks ago, KLAC announced a biggest single order ever in the company history is made from White Oak --- pure 19 machine for 200mm.

Motorolla said the new joint developed fab will not be a Honda but
an expensive race car. That's why they go for 300mm. (24+ machines
if all KLA-Tencor's inspection systems installed.)

KLAC offers superior product quality over competitors. I strongly believe that the new MOT/SGS-Thomson fab will favor KLAC products.