Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 259.21

-4.0%

Dec 12 9:30 AM EST

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To: davesd who wrote (9566)	10/25/1997 8:17:00 PM
From: Big Bucks	of 70976

Dave, Bravo!!! Logical and to the point. The idea of a chip fab is to make as much money on your production as you can. Producing just to break even or lose money does not compute. Fab owners and investors are looking to maximize return within 2-3 years from startup and continue to improve revenues over the long term without continuously having to upgrade. This is one of the strengths of AMAT equipment, it is designed to accomodate at least 2 generations of devices which makes it viable for production for 3-5 years on newest leading edge technology. Some of their equipment has remained in production in excess of 10 years due to its' robust design to accomodate new process technologies. This means that some of the "newer" equipment will be able to meet the technology needs of 0.25uM devices for years to come, reducing the need to buy the newest equipment available until it is cost effective to do so. BB

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