Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 262.92

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Dec 29 3:59 PM EST

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To: Kumar Nathan who wrote (10095)	10/31/1997 12:36:00 AM
From: davesd	Read Replies (1) of 70976

Kumar, you say "Further you are saying that the prices are falling etc., etc., This means that most of the chip makers will be forced to go in for technology shrink. meaning migrating from .35 mu to .25 mu or to .16mu. This translate to additional purchase of equipment to keep up with the requirement of customers."... Then how do you explain the slowdown of 1996/97?? Based on your logic....they should have been spending more money in 1996 to move to smaller shrinks. dave

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