Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 267.87

-0.6%

Dec 5 9:30 AM EST

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To: Proud_Infidel who wrote (34621)	3/22/2000 7:04:00 PM
From: Donald B. Fuller	Read Replies (1) of 70976

Excerpt from an interview with Steve Appleton (MU CEO)... (3/22/00 - semibiznews.com) ---------------------------------- Music to my little AMAT ears... ---------------------------------- ...Appleton also felt that DRAM manufacturers that have hung back from adding new production lines may now be hard-pressed to add new capacity quickly because of a severe shortage of equipment. He told analysts that non-memory chip companies have saturated equipment makers with orders. "Anyone trying to order new equipment today must go to the end of the line," the Micron chief said. "If you order any new tools now, you won't get delivery for a year. Essentially, if you hadn't placed orders earlier, you won't be adding any new equipment in 2000." ---------------------

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