Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 228.68

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Nov 17 3:59 PM EST

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To: Sun Tzu who wrote (37084)	8/30/2000 2:29:59 PM
From: w0z	Read Replies (2) of 70976

Yet the same semicap companies claim to have much higher production capacity. It probably depends on what they mean by their claim...floor space is probably not a problem, skilled people is a problem and I'm sure everyone is struggling with scarcity of specific parts. You can build a $1M piece of equipment but it might be sitting in the aisles waiting for a $5 chip in critical supply. Agilent reported in mid-July that they would miss earnings by about 50% but then they came very close to original expectations when they reported in mid-August. They said they had essentially finished products stacked in conference rooms waiting for a few critical RF chips. When the chips unexpectedly came in, they were able to quickly install them and ship the products. I'm sure this is the case everywhere and would be very surprised if the semi-equipment manufactuers were immune to critical parts shortages. So yes, their capacity might not be a problem...but parts shortages may prevent them from effectively using or increasing the capacity they have.

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