Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 253.43

+2.0%

Dec 18 3:59 PM EST

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To: Big Bucks who wrote (12877)	12/11/1997 12:18:00 AM
From: Paul V.	Read Replies (1) of 70976

Big Buck, What impact will the reduction of capacity in the Asian countries have on the US semi companies? Won't it allow the US companies to get the jump start on the advanced semi's like 0.25 and smaller and the transition to the 300 and larger wafer? If so, won't the US companies like intc, mot, txn and amat take additional market share away from the other companies since the other companies do not have the revenues for capital expansion? It will be a interesting scenario in any case. Regards, Paul V.

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