Applied Materials No-Politics Thread (AMAT) Message Board

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Technology Stocks : Applied Materials No-Politics Thread (AMAT)

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To: Big Bucks who wrote (8853)	2/10/2004 10:03:33 PM
From: Proud_Infidel	Read Replies (3) of 25522

Re: There are other reasons that 450mm wafers won't become "fashionable" the substrates become to bulky and hard to handle beyond 300mm. Wouldn't total fab automation obviate phrases like "hard to handle"? Re: ...you probably get to around $7B-$8B for a fab If IC sales reach 400-500B or so in 10 years(some are predicting 280B in 2005), is 7B-8B for a fab really prohibitive? Brian

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