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Politics : Formerly About Applied Materials
AMAT 322.51+6.1%Feb 6 9:30 AM EST

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To: Proud_Infidel who wrote (37879)10/5/2000 5:42:34 PM
From: hhieslmair  Read Replies (1) of 70976
 
That article says extra foundry capacity! When did that happen? Up till now all I read was "not enough capacity" and fabless chip companies in a squeeze.

"Wafer foundry companies are experiencing weaker momentum in the stock market than memory chipmakers these days, as
burgeoning sales fail to offset the fact that shrinking demand has left them with idle capacity.

A wafer foundry manufacturer said that such pessimism was premature, noting that some companies have shifted the focus of their
contract manufacturing onto the more profitable high-end products. Although some of their production lines are presently gathering
dust, he said, this will be offset by higher profits from the lines which are still operating, and he expected their financial results to be
much as originally predicted. "
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