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Politics : Formerly About Applied Materials
AMAT 301.11+6.9%Jan 9 9:30 AM EST
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To: Paul V. who wrote (58874)1/16/2002 8:26:45 AM
From: Katherine Derbyshire  Read Replies (2) of 70976
 
>>INTC can produce more current state of the art equipment to make chips at a lower cost. IMO, this will require other chip makers to update their equipment to keep up. <<

Not everyone wants to compete with Intel. There are plenty of markets in which they have no position at all.

Not everyone *can* compete with Intel. More advanced processes require more metrology, more advanced yield management, and better process engineers, none of which is free.

Katherine
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