Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 335.09

-0.5%

11:46 AM EST

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To: advocatedevil who wrote (42308)	2/17/2001 10:48:59 AM
From: Proud_Infidel	Read Replies (1) of 70976

I believe it will be difficult for these folks to justify the expense today, when demand is slowing and capacity is rising. 300mm Captial equipment purchases are made not based on current demand, but that of 2-3 years down the line, since setting up a greenfield facility will take at least this amount of time. Anyone betting against AMAT because there is little demand NOW is not looking in the right direction. As far as yields not justifying the purchase of 300mm et al, should the chipmakers wait until their neighbor gets their 300mm up and running and has improved their yields before jumping into the fray? They would be like cutting their own throats, since catching up would be very hard to do. Yields are always poorer on a new generation of tools; the chipmakers know this going in, but they also know that over time their costs will be dramatically reduced by making the conversion. BK Subject 50522

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