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Politics : Formerly About Applied Materials
AMAT 259.08-4.1%3:59 PM EST
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To: davesd who wrote (9185)10/22/1997 3:47:00 PM
From: LemurHouse  Read Replies (2) of 70976
 
Dave, what specific numbers do you have to support your belief that there is sufficient fab capacity to satisfy demand in 98 and 99? I've read that taken worldwide, fabs are producing at around 90% capacity. Granted, we also have a DRAM glut, but if the 90% figure is true then there's not much room for growth without more fabs.

Thanks.

Andy
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