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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: Cary Salsberg who wrote (10478)11/6/1997 10:58:00 PM
From: Paul V.  Read Replies (2) of 70976
 
Cary, Kumar and Big Buck, How much retooling of equipment and/or new equipment will be required by semi's like txn, intc, mot, etc. in the conversion to the smaller sizes of 0.25, 0.18, 0.08 and lower? Assuming that the 300 (12") is pushed back to 1999 how much conversion is necessary and what new tools and/or equipment is needed? Maybe, knowing what the requirements will be will give us some idea as to what the earnings will be in the uptrend.

Thanks,

Paul V.
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