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Technology Stocks : General Lithography
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To: Katherine Derbyshire who wrote (1228)5/12/2000 5:16:00 PM
From: Ian@SI  Read Replies (1) of 1305
 
I didn't read Andrew's post precisely, but I believe that a majority of the 2001 Greenfield fabs that Bronson was aware of were 300mm fabs.

Fully agree that if the equipment is going in during 2001, it's unlikely that a large number of wafers will be processed that year.

But then, I usually only worry about equipment being shipped; and let the chipmakers worry about where they'll get the money from to pay for it. ;^) [tongue firmly in cheek! deliberate attempt to provoke your normal reaction to that nonsense. LOL]

Ian.
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