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Politics : Formerly About Applied Materials
AMAT 318.63-3.0%Feb 3 3:59 PM EST

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To: Rob-Chemist who wrote (8226)9/26/1997 5:51:00 PM
From: derek cao   of 70976
 
Rob, "The Company's semiconductor operations achieved a 39% gross margin for fiscal 1997,ÿ notwithstanding the sharp decline in average selling prices during the year.ÿ" quote from last quarter report.

Please tell me how minimal expenditure are to upgrade to .25 micron and 300mm? How can you get a 4-fold increase output when 64mb die size is 4 times of 16mb and wafer size unchanged?

derek

Disclaimer: My opinion are always biased.

Sorry, I forgot put on the disclaimer last post.
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