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Politics : Formerly About Applied Materials

AMAT 252.34

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To: Proud_Infidel who wrote (41101)	12/22/2000 7:41:18 PM
From: Dr. Mitchell R. White	Read Replies (2) of 70976

Brian, nice catch on the update to the roadmap. Lots of possible interpretations for the near future, of course. One I like (I'm biased) is that a longer time between current practice and the next one may actually make sales of semi equip products a bit more stable. It's not the average rate of sales that's causing us grief in the sector, it's the range from highs to lows, and the increasing frequency. This rollercoaster is partially driven by the accelerating shrinkage of design rules. Heck, maybe stalling at the 130 nm node for a while will actually be good for us? Mitch (from his bunker)

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