Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 223.95

+1.7%

Nov 21 3:59 PM EST

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To: greg nus who wrote (13714)	12/21/1997 3:13:00 PM
From: davesd	Read Replies (3) of 70976

If there was any money to be made making commodity chips....I'm sure they would have no problems finding money/investors to build more fabs....MU would be the first to fill up their Lehi Fab with new tools. Currently chips are selling at a loss...every chip they sell they lose money....for every US dollar they spend to make a chip they only get a fraction of it back....That is why no one is going to lend them money to add more capacity. Adding more debt to go to .25u makes things that much worse when you cash flow is negative. Plus the recent IMF report seems very bearish for growth...Chip demand could drop from the 1998 projections. dave

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