Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 299.61

-1.7%

11:23 AM EST

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To: Katherine Derbyshire who wrote (50492)	8/13/2001 11:05:58 PM
From: robert b furman	of 70976

Hi Katherine, I agree.The shuttering of plants to convert from old .20 micron to.13 smack of the same shenanigans car manufacturers do when they layoff people for thanksgiving and christmas(sound familiar). The bottom line really comes when Micron and Samsung break an alliance - very similar to when Texas Instruments sold their DRAM fab to Micron for stock. When Micron prosperred later, the stock rocketed and TI finally got a good price for quiting.These consolidation are good signs that the squeeze is becoming effective. I agree that we have just seen the beginning of these capitulations of the weaker manufacturers. All in all ,I believe it is a healthy maturing of the industry. Once upon a time there were 6 trains that competed for traffic between New York and Boston. GM is phasing out Oldsmobile it's history over and over. Bob

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