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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?


To: Toby who wrote (14759)1/17/1998 2:40:00 PM
From: davesd  Respond to of 70976
 
Toby....BRKS makes the robotics for many of LRCX and NVLS's 200mm tools....they are not a 300mm play...they have 300mm tools, but like all other companies who have 300mm tools the revenue is insignificant. BRKS bread and butter is 200mm.

The point here is...if BRKS sales are slowing than orders from their customers (LRCX, etc) are slowing....that means that orders from FAB's are slowing.

dave