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Technology Stocks : Applied Materials No-Politics Thread (AMAT)
AMAT 252.25+0.9%Nov 28 9:30 AM EST
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To: Proud_Infidel who wrote (1421)7/9/2002 12:31:20 PM
From: Alastair McIntosh  Read Replies (2) of 25522
 
Re: “We have to be prepared to do 12-inch wafers. But it doesn't appear that 12-inch will be competitive with 8-inch for a couple years,” said Appleton, speaking to journalists at a combined press and financial analysts conference held here today.

An interesting comment. I was under the impression that large producers had to move to 300mm as quickly as possible in order to remain competitive. Appleton's comment does not seem to confirm this.
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