SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Politics : Formerly About Applied Materials
AMAT 254.72+0.9%3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Clarksterh who wrote (18533)4/4/1998 11:59:00 AM
From: Dr. Bob  Read Replies (1) of 70976
 
Clark,

Thanks. You have stated the bull's case well. What about the bearish argument (which I think I get from Carl Johnson) that existing fabs are finding ways to be more efficient at the 200mm level, with die shrinks, etc., which while requiring some equipment upgrades, is not driving equipment purchases at the level previously anticipated, and won't until 300mm becomes a more efficient way to go - a move which may be a couple years off yet?

Bob
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News