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

To: Donald B. Fuller who wrote (3246)	11/22/1998 1:39:00 PM
From: Mr. Sam	Read Replies (1) \| Respond to of 3736

<<Anybody remember who IPEC's biggest customer is? Seems SFAM just picked up a teeny weenie little account named INTC in this transaction.>> That's right. In fact, I can't think of a single semiconductor manufacturer who has CMP in a production environment and doesn't use SFAM/IPEC tools. This should give SFAM/IPEC the opportunity to compete in essentially every head-to-head tool runoff for future fabs. That's all that we can ask for. We'll be considered based on the merits of our products. INTC will almost certainly give SFAM/IPEC at least half of their new business. On another note, it will be interesting to see how SFAM/IPEC chooses to position their tools in the marketplace. They currently have tools that compete in the same markets, of course. It may not make sense to confuse customers by offering competing offerings with similar price/performance claims. We'll see how it develops. Mr. Sam