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Technology Stocks : Novellus -- Ignore unavailable to you. Want to Upgrade?

To: SemiBull who wrote (1559)	7/20/1998 1:08:00 AM
From: Alan Gallaspy	Read Replies (1) \| Respond to of 3813

Semibull, Novellus does not need anything from Semitool, what they need is etch and CMP and they got that all lined up. Semitool may have been first with Cu, but they will by 3rd fiddle behind Novellus and Applied 'cuz they are just too small to provide the entire set of tools, and they have not made the necessary alliances to go it alone or with one or two other companies. AMD is in the Applied camp and IBM is with Novellus, unless a miracle happens and Intel or some big Nihon firms announce they are going with Semitool, they are a distant 3rd.