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Technology Stocks : SEMITOOL (SMTL):Is it a hold? -- Ignore unavailable to you. Want to Upgrade?

To: Q. who wrote (693)	4/29/1998 8:03:00 AM
From: SemiBull	Respond to of 973

<<Does anybody know if YILD (Yield UP) is a direct competitor to SMTL's cleaning/drying tools? I've noticed their sales are zooming, at a time when SMTL's are sagging, suggesting that perhaps YILD is taking a market share from SMTL's core product lines. YILD's revenues are still only 10% of SMTL's, but I wonder if this is a sign of trouble, just the same.>> I don't believe so....but they are very small relatively so its possible. I wouldn't be concerned so much as to YILD taking marketshare away from SMTL at this point. I haven;t seen or read anything (10Q/k) as their competition in these areas posing specific marketshare problems. Also, keep in mind, SMTL is looking to grow more so from Cu tooling than maybe their other businesses given the general "semi" slowdown.....SemiBull