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Politics : Formerly About Applied Materials

AMAT 268.79

+4.6%

Jan 2 3:59 PM EST

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To: willcousa who wrote (58947)	1/16/2002 5:57:48 PM
From: runes	Read Replies (1) of 70976

Replies for Sam, Tito, and willcousa ...Geez, I'm getting a real workout today. Hopefully this is just an intro effect! SAM - BIT, Bipolar Integrated Technology - a spin-off from Tektronix up in Oregon. THey were making the fastest RISC processors for workstations using bipolar ECL and gold metalization. Great potential but lousy execution killed the product, the company, and some of their customers to boot. Tito - Alternative energy - I agree completely hence my subtle commentary. Unfortunately, we need a national gameplan to get the ball rolling and that just ain't happening. willcousa - I will disagree abut the timing of the upgrades. If fabs start upgrading while there is excess capacity they will only aggravate the situation and deepen the downturn (assumption - so goes one, so goes all). Not to mention the danger of tapping the cash reserves while the cash flow is negative. That is preciesly why Micron announced a couple of quarters ago that they were delaying the transition to 0.13 um technology - and the competition has followed suit. Effect on chip densities - that is a hard one to call. On the one hand more powerful chips increase the number of application. But on the otherhand it also allows system-on-a-chip which reduces the number of chips needed in established applications. The net gain/loss ends up being the difference of two strong trends - too hard to call.

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