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Technology Stocks : General Lithography
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To: Katherine Derbyshire who wrote (1226)5/12/2000 2:25:00 PM
From: Ian@SI  Read Replies (1) of 1305
 
Katherine,

In AMAT's conference call, I believe that Bronson mentioned about that many greenfield fabs being built during 2000 and 2001. In the Q&A, I think that it was stated that 9 of the 16 for 2001 are 300mm.

Those numbers would exclude the "subsequent phases" of existing fabs; or adding another line within a fab, etc.

I believe the replay is still available from a variety of sources.

Ian.
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