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Politics : Formerly About Applied Materials
AMAT 318.63-3.0%Feb 3 3:59 PM EST

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To: david who wrote (8086)9/23/1997 9:31:00 PM
From: Big Bucks   of 70976
 
Thanks David,
However the new NSM fab in Portland Maine is an 8" fab which is
quickly ramping up, the one in Arlington,Texas is 6" and has been for
years. I think TI is also 6" and 8" and Maxim is 6". The guys with the
manufacturing clout will quickly bury the small players unless they
have a "niche" technology with the associated patents. If there is
enough of a market then the big guys will likely buy the company and
patents of the niche players.

regards,
BB
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