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Politics : Formerly About Applied Materials
AMAT 259.21-4.0%Dec 12 9:30 AM EST

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To: Gottfried who wrote (59826)2/1/2002 12:44:23 AM
From: advocatedevil  Read Replies (3) of 70976
 
I ran across an interesting comment from Jerry Sanders about 300-mm fabs in the following article:

"AMD, UMC form 300-mm foundry venture in Singapore"

siliconstrategies.com

snip:

"During the press conference, Sanders said he doubted that more than one or two semiconductor companies--outside the foundry business--could afford full ownership of 300-mm fabs in the future. One of those companies, he said, is Intel--AMD's archrival in processors--and the other might be DRAM maker Micron Technology Inc., Sanders added."
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Food for thought...

AdvocateDevil
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