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Politics : Formerly About Applied Materials
AMAT 318.63-3.0%Feb 3 3:59 PM EST

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To: Ramsey Su who wrote (23719)9/1/1998 9:55:00 PM
From: Katherine Derbyshire  Read Replies (1) of 70976
 
I would guess that, with the strong dollar, US production is very expensive for a yen-based company.

What this does to overall capacity depends on what happens to the fab. Do they close it down and write it off, or sell it to someone else?

Katherine
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