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To: Proud_Infidel who wrote (5356)5/9/1998 2:49:00 PM
From: Marlboro  Respond to of 10921
 
Something to consider when compiling you shopping list. As the devices get smaller in the direction of sub-microns, the necessity to planarize the wafers increases. Being a relatively young sector with differing processing techniques from various equipment makers, investors should be aware of CMP and the potential winners here. The current leaders in market share dominance are IPEC, SFAM and AMAT.



To: Proud_Infidel who wrote (5356)5/10/1998 10:02:00 PM
From: SemiBull  Respond to of 10921
 
If your adding players, don't forget SFAM (CMP) and SMTL (ECD tool) - for damascene coverage....SemiBull