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

To: SemiBull who wrote (3008)	5/21/1998 2:03:00 AM
From: C_Johnson	Read Replies (1) \| Respond to of 3736

Hello SemiBull, Thank you for the kind words. I can't post a lot because of time constraints - there just aren't enough hours in the day. "After doing your analysis, comparing Mirra with Auriga-C, which has the smaller footprint (including dry in/dry out)? Lower COO? Greater throughput? I am a firm believer that regardless as to whether SFAM "may" claim victory in some of the above categories, AMAT will win business ... as will SFAM." Right now I am really waiting for some feedback from users of both products before drawing a line in the sand. Actually, any of the other players should also be considered in this analysis. Because the tools are being refined so quickly I think analysis at any given moment should be taken with a grain of salt. SEMICON West should really shed some light on the progress Applied has made with the Mirra. You are right in saying that there is room for both companies in the CMP arena. "Do you see a NVLS buyout of SFAM down the road given CEO Hill's expressed interest in being the "damascene" king?" The 64k question! In time, one would think that Lam and Novellus will get together and then move for a CMP solution. This could take a long time though and I don't believe playing the stocks for a takeover is worth the effort. The linear polishing system (belt sander approach) is probably not going to work in the long run so finding a CMP cohort with a bit of market share does make sense. Of course, this all depends if Lam and Novellus get together in the first place. Don't hold your breath waiting..... You know as well as I do this rumor has been around for years. "Your insight is substantially welcome on this thread....SemiBull" Thanks! Carl INFRASTRUCTURE infras.com