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Politics : Formerly About Applied Materials

AMAT 223.95

+1.7%

Nov 21 9:30 AM EST

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To: Joe Sabatini who wrote (19138)	5/3/1998 2:50:00 PM
From: Proud_Infidel	Read Replies (1) of 70976

Just when you think you have this sector pegged and you know which way it is headed, a curveball is inevitably thrown: exchange2000.com These may not be 300mm purchases, but they are upgrades to .18um. This is proof that Korea plans to fund it chipmakers with the intention of generating $$ through chips, not cars or the such. Additionally, since DRAM purchases represent 40% of industry spending, these committments are indeed good news for AMAT holders. INTC recently came out and said that they would not be moving to 300mm for 2-2 1/2 yrs, in the midst of the current downturn. KIM however, that these plans can be easily changed and probably will since this is one of the most dynamic industries around. Rarely do you see a co. make a 3 yr plan that is not changed in some way during the course of its life. Circumstances change too much and dictate that a versatile approach to capex is the only way to go. INTC cannot keep those plans if their competitors begin a <<profitable>> migration to 300mm. Additionally, INTC in no way wants to telegraph its future plans to competitors. So take their 2-2 1/2 yr.delay with a grain of salt. Regards, Brian

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