Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 228.64

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3:59 PM EST

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To: Sun Tzu who wrote (37084)	8/30/2000 2:39:28 PM
From: Math Junkie	Read Replies (1) of 70976

Sun, semiconductor capital equipment is very complex and it takes time to acquire all the parts and build the units. One could argue that they could start building sooner, but there are customer-selected options which must be specified, and I also suspect there are limits to how far one can reasonably go in anticipating product mix. My understanding is that there is an optimum lead time from the point of view of manufacturing efficiency, which, of course, affects profitability. I think the issues Bill Tippett raised are also a factor.

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