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To: Tony D. who wrote (5756)	6/9/1998 10:25:00 AM
From: Katherine Derbyshire	Respond to of 10921

Semitool is probably the most pure Cu play. Novellus is a larger and stronger company, which means they have lots of things other than Cu contributing to their results. Probably less risk than Semitool, but less chance for huge rewards. Regarding AMAT vs NVLS, I haven't compared the financials. NVLS seems to have a lead in Cu deposition, but AMAT is a much broader company and so will benefit more from Cu-supportive technologies like oxide etch and CMP. Katherine