Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 225.18

-1.5%

Nov 18 3:59 PM EST

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To: w0z who wrote (36630)	8/12/2000 11:18:05 PM
From: Cary Salsberg	Read Replies (2) of 70976

Bill, Technology brings us faster, cheaper, better, and revolutionary. The competitive, free enterprise system surprises us with its ability to quickly meet real and perceived demands. It is almost an insult to AMAT to infer that its equipment will not allow the semi makers to meet and exceed demand. The roadmap for shrinks has accelerated. Couple this with 300mm and the confidence we have that AMATs 300mm tools will at least be as productive as the 200mm (wafer throughput), and overcapacity is a given. (Some, but not all, tongue in cheek".

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