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Technology Stocks : Applied Materials No-Politics Thread (AMAT)
AMAT 256.41+1.1%Dec 19 9:30 AM EST
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To: Cary Salsberg who wrote (9886)5/20/2004 12:59:05 PM
From: robert b furman  Read Replies (1) of 25522
 
HI Cary,

With the cost of 300 mm lines, and the yields derived,the number of participants that can "fully use" 300 mm is substantially reduced:Intel,TI,Samsung,Micron,Hynex?,Siemens.The rest are then forced to take their position in line the the big 2 fabs.

It may be that the cost of capital (and the required new high cost of fabs) is forcing an orderly rational discipline regarding investment capital allocation.

Hopefully

Bob
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