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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Sun Tzu who wrote (30676)	5/27/1999 5:37:00 PM
From: Will Lyons	Respond to of 70976

Re LCDs besides TFS you might look at KOPN, not a pure play but their other business is quite interesting.

To: Sun Tzu who wrote (30676)	5/27/1999 5:41:00 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 70976

Sun, LCDs are a hot comodity these days They may be a hot commodity, but they are not necessarily profitable. AMAT sold their 50% stake in Applied Komatsu which makes equipment for TFT's. BTW, books over the net are also a "hot commodity" but that does not mean I would invest:-) BK

To: Sun Tzu who wrote (30676)	5/27/1999 5:57:00 PM
From: Katherine Derbyshire	Respond to of 70976

A lot of the materials and consumables suppliers are big, horizontal companies with only a relatively small semiconductor business. Dow, Air Products, BOC, Johnson Matthey, etc. A fair number of the consumables companies play in both semiconductors and pharmaceuticals, since many of the cleanliness requirements are similar: Pall, Millipore, Texwipe, etc. OTOH, there are lots of tiny little suppliers that make a limited number of very specialized products. Things like CMP slurries (although Rodel and Cabot are not so tiny), replacement electrodes for etch systems, stuff like that. Sort the Semicon West exhibitor list by booth size, and you'll find a lot of these companies in the 10 x 10 spaces. Katherine

To: Sun Tzu who wrote (30676)	5/27/1999 6:42:00 PM
From: Rob-Chemist	Read Replies (1) \| Respond to of 70976

Another company that is involved in flat panel displays in Photon Dynamics (PHTN). As far as I know, essentially all of their business is the manufacture (and sale!) of machines for inspection (CCD plus software) and repair (laser) of FPDs before final assembly. It is interesting that both AMAT and LRCX have really left the FPD manufacturing arena presumably, as noted by BK, they were making as much money in this market as Amazon does selling books over the internet. Does anyone know if it is because TEL is the dominant player here?