Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Nick Michell who wrote (1119)	4/22/1999 6:02:00 PM
From: Ian@SI	Respond to of 3661

Nick, That's why I need to listen to the call again. Right now, I'm adding two numbers together and coming up with the answer of 122. But I don't know what either of the 2 numbers being added are. Clues that I remember were: 1. Joint Development Venture of a strip tool 2. Working with a major US Logic manufacturer. There are only 2 that I would put in that category - IBM and INTC. 3. Low K dielectric: A necessary process with Copper though its use doesn't dictate copper. I want to hear Brad's precise words to see if my intuitive leap is something to consider or just a bunch of hopes and dreams on my part. I'd welcome any speculation that you could offer... Thanks, Ian.

To: Nick Michell who wrote (1119)	4/22/1999 6:07:00 PM
From: John Stewart	Read Replies (1) \| Respond to of 3661

Nick; I think you are right, Low K is not just tied to copper and should become mainstream fairly quickly. If I understand correctly, you'd want Low K with copper, although you'd do Low K first, add copper on a later generation. Thus Ian's statement may still be correct. I understand Mattson to be w..a..y ahead of the competition in this & do not expect the work to be able to be copied, thus possibly opening the door at INTC. Best Regards, John Stewart