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Politics : Formerly About Applied Materials

AMAT 261.28

+0.8%

3:59 PM EST

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To: Katherine Derbyshire who wrote (22973)	8/13/1998 9:28:00 AM
From: Proud_Infidel	Read Replies (1) of 70976

Katherine, With the pushout of 300mm and the consequent hurting of the equipment cos b/c of this move, what is your opinion of a future in which the leading semi help underwrite the R&D? This brings up other issues, such as profits of AMAT possibly moving to INTC. However, if the fortunes of AMAT's products were tied with their customers, IMO we would have seen a pullback in spending sooner. Somehow, again IMO, the gola of getting product to market as quickly as possible must be in the semi interests. After 300mm, we will be looking at R&D expenditures by AMAT for 400mm on an even grander scale. This cannot happen again on this scale, w/o some cos going out of business. Any thoughts? TIA Brian

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