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


To: Big Bucks who wrote (18251)3/27/1998 11:14:00 AM
From: Andrew Brockway  Read Replies (1) | Respond to of 70976
 
Some good news.....

Applied Materials On Top of
$2.99 Billion 1997 Dry Etch Market Says The Information
Network

ÿÿÿÿBusiness Editors

ÿÿÿÿNEW TRIPOLI, Pa.--(BUSINESS WIRE)--March 27, 1998--Applied Materials
continues to attain top honors in the dry etch marketplace, according to the report Plasma
Etching: Market Analysis and Strategic Issues, recently published by The Information
Network, a New Tripoli, Pa (formerly Williamsburg, Va)-based market research company.
ÿÿÿÿFor 1997, perennial leader Applied held a 34.9% market share on $1.04 billion in
equipment sales, up from a 30.3% market share on $969 million in equipment sales in 1996.
Lam Research followed with a 27.2% share, down from a 29.8% share in 1996.
ÿÿÿÿGaSonics again dominated the stripping market with a 23.7% share on $98 million in
equipment revenues, up from a 22.3% share 1997.
ÿÿÿÿThe worldwide market for dry etch systems will increase 1.9% in 1998, after a 6.5%
drop in 1997. The stripper market will increase 1.9% in 1998 after a 5.9% drop in 1997.
ÿÿÿÿ"In 1997, U.S. companies, on the strength of Applied Materials and Lam Research,
sold 63.3% of all dry etch equipment (based on revenue volumes) and 52.7% of dry strip
equipment on the strength of GaSonics, Fusion, and Mattson Technology," notes Dr. Robert
N. Castellano, President of The Information Network.
ÿÿÿÿDry etching systems must demonstrate the ability to etch sub-0.25 micron geometries
while controlling profiles. Anisotropic profiles with controlled tapers are ideal. This will
allow the manufacture of devices utilizing multi-level structures. New materials such as
copper will be used in device fabrication, and suppliers will be expected to provide proven
processes for these materials.
ÿÿÿÿDue to the increasing complexity of device manufacture, it will become necessary for
users to select and closely work with a particular supplier. Future equipment will become
very process specific. Vendor selection will be based upon hardware and process
performance, as well as pricing policies, financial stability, support network, willingness to
negotiate strategic issues, and their overall commitment to the industry.
ÿÿÿÿ"Applied Material captured the dry etching marketplace. They achieved this by
introducing an advanced technology product, supporting it with advanced processes,
supporting their customer base with hardware and process guarantees, and increasing their
visibility throughout Japan, Europe, and the rest of the world," notes Dr. Castellano.



To: Big Bucks who wrote (18251)3/27/1998 11:45:00 AM
From: akidron  Respond to of 70976
 
Addi I also agree with your long term points but like buxx am largely (except 4 the previously advertized investments) in cash waiting for cheap prices... (even cheaper than buxxx)....