Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 268.72

+1.3%

3:59 PM EST

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To: Proud_Infidel who wrote (13914)	12/29/1997 8:58:00 PM
From: davesd	Read Replies (4) of 70976

Brian, DRAM is the biggest one.....FLASH is another area...ASIC is not doing that great...ALTR is witness to that. About INTC...that we will find out on the 13th. However, I'd suspect that their 1998 cap spending will be lower than 1997 The foundry business is starting to get very crowded......in several articles I have read that DRAM fabs are converting to Foundry business while there is still profits to be had. TXN was supposed to start on a DSP fab in Texas, I recall that was put on hold....LSI put the brakes on their fab in Oregon. Well atleast we agree on DRAM....and that's 40% of the chip market... dave

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