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Politics : Formerly About Applied Materials

AMAT 323.15

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10:30 AM EST

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To: Cary Salsberg who wrote (62853)	4/12/2002 7:51:01 PM
From: Sam Citron	Read Replies (1) of 70976

I'm not sure it's reductio ad absurdum. Perhaps it is basic economics. The Jerry Sanders interview I sent you on Wednesday cited a Goldman Sachs study that determined, "unless you're doing $8 billion of revenue, you can't afford to have your own fab". Unless this is just Jerry's sour milk, "Everyone except Intel will have to be using foundry relationships or joint ventures." Doesn't this trend inevitably shift bargaining power from equipment suppliers to their customers?

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