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Politics : Formerly About Applied Materials
AMAT 252.25+0.9%Nov 28 9:30 AM EST
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To: William Nelson who wrote (20821)6/25/1998 10:18:00 PM
From: Ian@SI  Read Replies (1) of 70976
 
Willy,

If you read the article carefully, you'll note that there's no lithography process whatsoever listed in the 4 processes that Ball thinks its got working in a research lab.

Further, you won't see any mention of DRAM, Flash, Logic, ASICs, or any other complex chip. What you'll see is a mention of diodes.
... and probably the low end of a low end part of the semiconductor market.

I wouldn't worry that Ball will threaten AMAT in my lifetime or any one else's for that matter.

They're a development stage company with a compelling story. No profits, in fact No Revenues from Sales and no likelihood of any, any time soon.

Ball reminds me of another diode company with a compelling story. Do a search on ISSM and read a few posts from various times in the history of that thread. Then tell us how excited you are about Ball's promise. ;-)

FWIW,
Ian.
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