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Politics : Formerly About Applied Materials
AMAT 301.11+6.9%Jan 9 9:30 AM EST

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To: Sam Citron who wrote (10468)11/6/1997 5:08:00 PM
From: Cary Salsberg  Read Replies (2) of 70976
 
Sam,

RE: "...lack of production-worthy 0.25 mu tools..."

If there is anything about this industry that I do know, it is that most of the companies are reporting higher than expected and growing sales in 0.25u tools. I have heard that some yields at 0.25u are less than those at 0.35u, but this is normal in ramping up new tools and I believe not "production-worthy" is inaccurate and alarmist!

I think the switch to 300mm sounds like it is much more problematic and part of it is corporate politics.

Cary
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