Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 252.34

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12:59 PM EST

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To: Proud_Infidel who wrote (31611)	7/26/1999 11:51:00 AM
From: Katherine Derbyshire	Read Replies (3) of 70976

I hate to keep beating on it, but this horse just won't stay dead. 1996 was one of the worst years on record for DRAM vendors, and therefore for their equipment suppliers. Yet, in 1996, DRAM bit volume soared. Volume of chips does not correlate to equipment purchases. >>Got to help companies like AMAT because their equipment doesn't know or care about the selling cost of the chips it's making. << No, but the people paying for the equipment care a lot. 1997 and 1998 demonstrated that the money to build those $2 billion fabs has to come from somewhere. Katherine

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