Formerly About Applied Materials Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Applied Materials

AMAT 250.82

+0.4%

12:05 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Proud_Infidel who wrote (34098)	2/8/2000 3:36:00 PM
From: Big Bucks	Read Replies (1) of 70976

Brian, thanks for posting this, I see it as a reality check for all the "analysts" who are hyping capacity expansion needs short term. Newer semi production technology will still be the main equipment sales driver for a while, IMO. Once fabs understand how to improve sub 0.25uM productivity and have working pilot lines in place then maybe they will consider building the next generation fabs. I still think profitability is the main goal for the majority of fabs at this time. JMO, BB

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next