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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)5/6/2000 2:36:00 PM
From: FLSTF97  Read Replies (2) of 276
 
Mitch,

I tried to find the data you wanted on MSI of silicon by wafer size. Unfortunately the only thing I came up with was a graphic. I've extracted the following from it, but you need to understand these caveats:

1)The lines were thick and covered a width of about 25 MSI.
2)I use zeros as place holders in the table when the quantity approached the x axis or before the quantity was enough to plot.
3)Data up to 1998 is actual while later numbers are projections.
4)I'd put error bars of easily +/- 20 MSI
5)All quantities are MSI


Year 75mm 100mm 125mm 150mm 200mm 300mm
75 100 100 0 0 0 0
76 175 100 0 0 0 0
77 300 100 0 0 0 0
78 400 180 0 0 0 0
79 490 300 0 0 0 0
80 480 410 0 25 0 0
81 400 510 0 35 0 0
82 300 680 0 40 0 0
83 175 790 20 50 0 0
84 110 810 160 70 0 0
85 100 750 380 100 0 0
86 80 650 300 120 20 0
87 50 600 370 220 30 0
88 40 590 390 380 70 0
89 20 570 600 480 80 0
90 0 550 550 600 90 0
91 0 470 570 830 100 0
92 0 410 530 930 105 0
93 0 390 540 1080 150 0
94 0 380 590 1100 380 0
95 0 370 550 1150 580 0
96 0 370 570 1300 750 0
97 0 360 590 1250 1050 0
98 0 210 540 1050 1150 0
99 0 190 530 1000 1470 0
2000 0 170 510 970 1850 0
2001 0 150 490 940 2150 10
2002 0 120 480 900 2500 50
2003 0 100 470 890 2950 150



I hope this helps. The data came from a presentation I saw a month of two ago.

FATBOY
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