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Politics : Formerly About Applied Materials
AMAT 249.89+3.1%3:59 PM EST

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To: Gottfried who wrote (40977)12/20/2000 7:57:49 PM
From: John Trader  Read Replies (1) of 70976
 
Gottfried, Has this thread addressed concerns about the possible end of Moore's Law? If we were to reach the limits of optical methods, how will AMAT achieve growth? Seems like equipment sales would dive. I know that this issue has been around for a long time and that so far the concerns have been unwarranted. Any thoughts on this?

The link below is for a Red Herring article that gets into this. From the article: "On the latest maps, terra incognita begins around the year 2006, when the optical lithography that has worked so well for 40 years begins to fail." If this were to happen in 2006, I wonder how far in advance it would start to affect the stock price.

John

"Making chips while the ultraviolet shines":
redherring.com
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