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Technology Stocks : Intel Corporation (INTC)

INTC 33.62

-4.2%

3:59 PM EST

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To: Tony Viola who wrote (52369)	4/8/1998 1:25:00 AM
From: Sonki	of 186894

tony, 300-MM shift tobe delayed.. industry tranision for 12"pushed out... EE times 4/6/98 pls. read tell me what u think of amat etc. techweb.cmp.com tony, i was hoping to pick up some amat, nvls in this tech-wreck; i already have nvls. Was hoping for a pop in '99 but this looks like couple more years...2001? it says that ... while other chip makers have delayed plans for the 300-mm transition or are waiting for the equipment industry, Siemens and Motorola have taken the lead with their Semiconductor300 joint-venture in Dresden, Germany. techweb.cmp.com A fast ramp of the 300-mm tools market is not expected. "We are expecting a double hump," Polak said. "Supply of tools for pilot fabs next year, and two years later equipment for volume production."

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