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Politics : Formerly About Applied Materials

AMAT 249.89

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Nov 26 3:59 PM EST

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To: Big Bucks who wrote (14381)	1/11/1998 12:48:00 AM
From: Clarksterh	Read Replies (1) of 70976

BB - Re:"Die shrinks may decrease dram going forward." My take on this is that this is a somewhat unclear rewording of what Lam said in their last conference call. As MU and a few other manufacturers shrink the die, they bring down their production cost so much that they can still make a profit (or only a very small loss), even at these much reduced prices. However, many of the DRAM makers in Asia are still using very large die and seem to have a hard time keeping up, regardless of what manufacturing equipment they buy. Many of them are being forced to exit the game and take their old equipment off line (so sayeth Lam, after their last tour of customer facilities), and hence reduce the problem of oversupply. Clark PS It should be noted that the world stayed with 4M for a long time, but 16M is only going to be on the scene as the dominant DRAM for about 2 years before moving on to 64M. (i.e. very aggressive die shrinking)

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