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: Cary Salsberg who wrote (36694)	8/13/2000 6:52:45 AM
From: w0z	Read Replies (1) of 70976

"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." The question is not if but when. If you believe this chart, I doubt 300mm is going to flood the market anytime soon: geocities.com (Graph by Gottfried from this data: siliconinvestor.com

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