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Politics : Formerly About Applied Materials
AMAT 254.72+0.9%Dec 1 3:59 PM EST

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To: davesd who wrote (14326)1/9/1998 12:29:00 AM
From: Big Bucks  Read Replies (1) of 70976
 
DD,
The "list" is getting longer, I wonder if/when the Taiwanese will
announce fab delays? 300mm looks questionable as the necessary
equipment "set" development engineering isn't complete. Actually
there aren't 300mm wafer production facilities close to being ready
for about another year for production quantities. Like we have
postulated previously fabs will likely upgrade existing equipment
supplemented with strategic purchases as necessary to improve
production capability.

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