Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 268.87

+4.6%

Jan 2 9:30 AM EST

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To: Big Bucks who wrote (10140)	10/31/1997 12:03:00 PM
From: davesd	of 70976

Big Bucks, looks like we are thinking along the same lines...Over the last year MU has shrunk their die to the industry smallest without going to .25u....they are now moving to .3u. This is how they increased their bit production and market share. All this shrinking has been done by fine tuning the design and process tools. The others in the industry apporached it differently, they just added more capacity and tried to make more chips to gain market share, however their cost of production stayed the same....I think they will now try MU's apporach...it's alot cheaper. dave

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