Formerly About Applied Materials Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Applied Materials

AMAT 228.68

-2.7%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Fred Levine who wrote (35397)	5/29/2000 10:46:00 PM
From: Dr. Mitchell R. White	Read Replies (1) of 70976

Interesting post, Fred! Thanks! (And I think you beat Brian to the punch. <g> ) Thailand buying back into the game! A 26% cap on outside investment (I'm assuming that's total, not per-partner), but strong names to attach some credibility to the project. Starts of 25K-30K wafers per month indicates they're thinking 200mm gear. (This many starts at 300mm would require about a $3 billion fab, I think. Unless they're talking "200mm equivalents" or something.) They could buy new, of course, or maybe this is a way for Intel, etc. to speed up their conversion to 300mm at other plants; just send the usable, but mostly depreciated, 200mm gear over to the Thai project and backfill with larger form factor tools. I don't know what the economics of that would be, but it sounds intriguing to somebody on the outside. Either way, AMAT should get a shot at up to $400MM on this one! I wonder how much they'll actually get.... Mitch

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next