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Politics : Formerly About Applied Materials
AMAT 267.87-0.6%Dec 5 9:30 AM EST

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To: Terry D who wrote (21770)7/14/1998 12:28:00 PM
From: Teri Skogerboe  Read Replies (1) of 70976
 
TD,

Re: "many capital equipment managers said they believed the industry would not reach any meaningful accord at this week's meeting, but they remained hopeful that the transition from 200-mm to 300-mm wafers would happen by the middle of the next decade. A few industry analysts and managers said it now looks as if 300-mm wafers could become a "lost fab generation" despite more than $4 billion in development having been spent on the technology since the mid-1990s."

Interesting, that 2001ish has been moved to 2005ish. And it seems this is a $4B feast that has been prepared for which the guests are "no shows". hmmm.
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