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Technology Stocks : Semi Equipment-Sell when they're singing in the streets

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To: Dr. Mitchell R. White who wrote (74)	5/5/2000 4:21:00 AM
From: FLSTF97	Read Replies (1) of 276

don't know of any full-scale, 300 mm fabs actually running. Siemens/Motorola in Dresden (Siemec, is that the name?) was slated for that, but I believe they populated with 200 mm tools when all the equipment makers pushed their 300 mm release dates out. Mitch, I'm not sure how far back in time you are thinking relative to the above, but SC300 (JV to dissolve and go to Infineon 100%) is populated with many flavors of 300mm tool sets. It is best perceived as a testbed. The acquired tools from multiple vendors for many of the process steps to compare the efficacy of the various systems. I don't clearly remember when the first tools went in, but first working device(s) occured in late 1998. So I'd infer early 1998 for initial installs. BTW they are on track to start the follow on FAB (previously known as "FAB of the Future")mid next year. Equipment deliveries are to begin late in the first half of the year. FATBOY

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