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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 160.52-4.9%Dec 12 9:30 AM EST
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To: Katherine Derbyshire who wrote (9271)1/21/2001 11:33:54 PM
From: Zeev Hed  Read Replies (1) of 10921
 
Katherine, I wonder if you have heard anything about availability of 300 mm. WFR, the only US based company, seems to be out of that game (except research facilities and research wafers), and the leading supplier, SEH, as well as Wacker and Sumitomo, don't seems to have visibility of news releases in the US press. With about 10 to 15 300 fabs coming on line in the next 18 to 24 months (if my count does not have double counts), that might end up with between 300,000 to 400,000 wafers per year, not a small task and requiring some major cap-ex. I would appreciate any info you might have gathered.

Thanks in advance

Zeev
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