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To: Clarksterh who wrote (1921)	5/13/1998 10:37:00 AM
From: Ian@SI	Read Replies (2) \| Respond to of 5867

Clark, It's quite possible that the Wafers/Hour rate through the cleaner is much higher than through the polisher. Thus 1 cleaner may easily serve multiple polishers. I don't know, but everything Rocky has posted seems logical and consistent. FWIW, Ian.

To: Clarksterh who wrote (1921)	5/13/1998 11:06:00 AM
From: Proud_Infidel	Read Replies (1) \| Respond to of 5867

Clark, AMAT's share o the CMP market grew in only one year from 3% to 17% last year. To me, this indicates two things of significance. First, their CMP tools are gaining widespread acceptance probably due at least partly to their global support services. Secondly, if this trend was to continue, AMAT should undoubtedly have the lions share of the market this year. BK

To: Clarksterh who wrote (1921)	5/15/1998 2:22:00 AM
From: RockyC	Read Replies (1) \| Respond to of 5867

Clark, 1. Lead times are longer for polishers than cleaners...a fact not a guess 2. Currently, >80% of the market buys polishers & cleaners that are NOT integrated. Another fact. The reasons are many, too many to go into detail. 3. Amat is probably eating into SFAM's, IPEC's, Strasbaugh, to name a few. As I said in my post a few days ago. 4. The CMP & CMP Cleaner market may not be growing at the same rate because the rate of sales that are dry-in-dry out polishers (vs. dry-in/wet-out which requires a separate cleaner {remember >80% of the systems sold are NOT dry-in/dry-out})is slowly increasing so the number reported to define CMP cleaner sales is slightly distorted (or may show slower growth). Amat didn't say the "CMP market" grew Q-to-Q, their sales of CMP systems grew. A different issue all together. How's that? Did I answer them this time?