Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 330.48

+2.4%

Feb 9 3:59 PM EST

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To: davesd who wrote (9813)	10/28/1997 10:26:00 AM
From: David Aegis	of 70976

<<...and ontop of that you are building a fab that will be losing money right from the start>> Are you knowledgable of the economics of a .25 micron fab for 64 mb DRAM? Your conjecture (?) is not consistent with industry comments that DRAM manufacturers are pulling in orders for .25 micron equipment. --David

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