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To: SemiBull who wrote (6247)7/10/1998 3:31:00 AM
From: Czechsinthemail  Read Replies (2) | Respond to of 10921
 
SemiBull,

Regarding SMTL, since we seem to be experiencing a slow deployment of copper tools, do you think they have enough lead to produce a significant advantage over NVLS or AMAT? My thought is that delayed deployment allows the bigger companies time to catch up, and then, with their heavier capital muscle, they may be able to take the lion's share of the market.
Your thoughts?
Baird