Semi-Equips - Buy when BLOOD is running in the streets! Message Board

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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!

LRCX 159.13

-4.4%

Nov 11 3:59 PM EST

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To: Ian@SI who wrote (5586)	5/27/1998 11:14:00 PM
From: Fortinwit	Read Replies (1) of 10921

Ian, I believe that the new NEC Roseville plant is not in the immediate plans at this stage. The land was acquired some time ago, as I recall. The 'giga-line' has been long rumoured (we were talking about it when my project ended in early '94!), but I wouldn't realistically expect ground-breaking anytime soon. And, if their pattern as demonstrated with 'mega-line' is any indication of future implementations, Roseville will not be the first fab to see 300mm, at least the first and probably the second will be implemented in Japan. I would hazard 2001 as the earliest anyone will see G-line up in Roseville (given an 18 month period from ground-breaking to early production). F.

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