Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 328.51

+1.9%

Feb 2 3:59 PM EST

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To: Gottfried who wrote (17191)	3/5/1998 9:38:00 PM
From: Big Bucks	Read Replies (1) of 70976

GM, The shrink to 0.25uM increases the number of die per wafer for the same cost of manufacturing, the issue really is can they sell all the product that they manufacture or will they have surplus capacity in certain product lines which places pressure on margins again since the prices will have to drop to move product?? Is it possible to be too good at what you do, such that it costs you profit margins?? Seems that high prices/margins are best when products are in short supply. Oversupply and competitive pricing is the curse of chip manufacturers, IMO. BB

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