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Applied to etch out share in tool rollout

7/12/2010 11:00 AM EDT
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ewoelk
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re: Applied to etch out share in tool rollout
ewoelk   7/12/2010 2:29:25 PM
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This poses an interesting question. Is dominance in all segments of the tool market a good strategy? Are there really synergies that can be exploited between etch, CVD, RTD, Sputter? Or would be smaller specialization be smarter? Applied seems to be struggling with their strategy to be the specialist for everything.

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