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Post# of 704049
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Zeev Hed

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Zeev Hed

Re: mlsoft post# 37923

Wednesday, 10/23/2002 5:45:05 PM

Wednesday, October 23, 2002 5:45:05 PM

Post# of 704049
LRCX is not alone in Copper (AMAT and NVLS are greater factors). But they ship the equipment once, CCMP sells the consumable used with that equipment, a big difference, the chip industry rarely slows down (in terms of dies shipped), the slow downs are ASP decline induced.

Zeev

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