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Technology Stocks : Applied Materials No-Politics Thread (AMAT)
AMAT 322.73+6.2%Feb 6 3:59 PM EST
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To: Proud_Infidel who wrote (15892)9/8/2005 3:53:39 PM
From: Kirk ©  Read Replies (2) of 25522
 
it was not just 200 to 300mm.
There were also several feature size jumps.
And... many of the new drivers (pun of course) are the new LED driver chips that run better with older equipment that has the larger feature sizes.
Eventually, capacaity should be filled and we are on a roll again... probably now with Intel shortages and iPod type devices everywhere.
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