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Politics : Formerly About Applied Materials

AMAT 260.77

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Dec 24 12:59 PM EST

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To: David Aegis who wrote (9780)	10/27/1997 7:23:00 PM
From: David Aegis	Read Replies (4) of 70976

Re: Equip. demand in Korea. Dupont Photomask said in its conference call that Korea was beginning to ramp up for production of 64 mb DRAM. I would guess such production will be at .25 micron line width. Tech Buyer has also listed some articles that further confirm the industry recovery story. I do not agree with Dave Dhillon's double dip downturn scenario, but even if the DRAM manufacturers hold off until 300 mm wafer equipment is available they will be making technology buys for pilot lines. The conference calls that I have sat in on this month have consistently indicated that orders are being made for equipment to produce 64 mb DRAM at the .25 micron line width. In addition, conference calls that I have sat in on have given no indication that demand has slipped for equipment to manufacture logic and microprocessor chips. --David

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