ATMI-THE NEXT AMAT? Message Board

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Technology Stocks : ATMI-THE NEXT AMAT?

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To: Paul Lee who wrote (578)	8/9/2000 12:58:14 AM
From: Donald Kirchner	of 677

ASTX got hammered too. I'm still wondering about the slow ramp in wafer starts from the conference call. Maybe this is part of the explanation. From an interview with Scott Kulicke semibiznews.com "For a number of reasons, wafer fab capacity is not coming on stream quickly and it will not come on stream as quickly as some of the optimists believe. One very central reason for that is simply that not enough stepper lens sets were started 18 months ago. The cycle time to build a stepper, including building the lenses is in the neighborhood of two years... That puts a natural throttle on the business. Secondly, a significant amount of incremental capacity is coming in as greenfield 300-mm wafer fabs, and they are going to be a bear to bring up. That also mitigates it [the rapid expansion of capacity] a bit. Thirdly, a lot of incremental capacity has come through [device] shrinks in the last two or three years. A lot of those fabs are just shrunk out. They have reached the point to where they just have to start over again. You must replace so much of the equipment that you will have virtually rebuilt an entire wafer fab in the old building."

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