Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 325.44

+1.0%

10:02 AM EST

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To: Kumar Nathan who wrote (4635)	5/18/1997 7:47:00 PM
From: Paul V.	of 70976

Kumar, On the other AMAT site an interesting item was brought up which many have an impact on AMAT in the future as it relates to wafer companies and semiconductors in general, and therefore with furture prices. I referred Will to this site to see if we collectively have the answers. To:> Paul (2151 ) From: Will Lyons May 18 1997 5:55PM EST Reply #2167 of 2168 as we move to smaller geometry [and therefore more chips per wafer] will WFR's revenue growth tend to lag the growth in the number of chips produced? If so would memc still have the potential to grow at about the sme rate as the semi-equips in general?< Is this a concern that we need to consider and what forces (positive and negatively) will impact wafer companies and manufacturers of equipment (AMAT) for wafer companies and the INTC, TXN? Paul

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