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Technology Stocks : Speedfam [SFAM] Lovers Unite ! -- Ignore unavailable to you. Want to Upgrade?


To: Mr. Sam who wrote (2953)4/27/1998 1:56:00 PM
From: HB  Read Replies (1) | Respond to of 3736
 
Interesting.... Lam is integrating Ontrak cleaning with Strasbaugh
CMP... anyone care to read between the lines?
biz.yahoo.com
Is Lam having trouble
with Ontrak CMP, perhaps? I guess this may help make Strasbaugh
more competitive with SFAM, but the implied negatives for LRCX/ONTK
would seem to neutralize that. I'd like to hear from those more
knowledgeable about this.

Howard



To: Mr. Sam who wrote (2953)5/13/1998 12:17:00 AM
From: Donald B. Fuller  Read Replies (1) | Respond to of 3736
 
Mr. Sam,

What do you make of the CMP aspect of today's AMAT press release? Second, what do you make of SFAM's recent price weakness in general? It suddenly appears one of the weakest in the semi equip sector. Has AMAT finally got a real CMP machine? We need a current dose of your insight. How about your current ranking of the CMP offerings?

Don