Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 322.34

+1.1%

Jan 23 9:30 AM EST

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To: Scott Brooks who wrote (11335)	11/18/1997 3:59:00 PM
From: roly	Read Replies (1) of 70976

Scott, IMO, here's why it's good news. <<"There are people who question the commitment here, and the commitment is to spend $1 billion to provide our customers with leading edge technology," Zales said. "The overall intent was to look at our factory network and see what made the most sense in terms of meeting the needs of the industry.">> If you read the postings here 2 or 3 weeks ago, its the gloom and doom scnenario of fabs investment being delayed or pushed back. With the most recent announcement from IBM (300mm), this one from INTC, Taiwan fabs, its starting to appear that the fabs investment are not slowing down at all. Roly

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