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Technology Stocks : Applied Materials No-Politics Thread (AMAT)
AMAT 256.40+1.2%Dec 19 3:59 PM EST
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To: etchmeister who wrote (16882)12/17/2005 3:40:19 PM
From: Big Bucks  Read Replies (2) of 25522
 
Etch, I agree with the article posted earlier about the
likelihood of a new technology for faster chip processing.
IMO, if a new paradyme technology were developed, where perhaps
smaller wafers (or even discrete wafers)could be processed at
a faster rate it would negate the need for larger wafers to
do the same thing albeit at a much higher development and
infrastructure cost. My instinct tells me that this is the most cost efficient and least
capital intensive way for the industry to go. It makes
good business sense. Much better than migrating to 450mm
wafers. The key seems to be rapid and fully integrated
factory automation based on simplicity and reliability of
design, rather than inordinate complexity and massive
development expense. BB
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