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


To: Michael Dunn who wrote (2979)5/12/1998 5:57:00 PM
From: Niek Luijtjes  Respond to of 3736
 
<Surely the total CMP market did not grow 60%. If we are lucky
the total CMP market this quarter is constant with last
quarter. This would mean that AMATs 60% growth came from
SFAMs or IPEC's market share. >

Does not need to be so, AMAT had only a small share of this
market, so now they have 1.6 times a small share. I could be
wrong, but I don't think AMAT sells a lot YET, let's hope it
stays that way.

Niek L