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Politics : Formerly About Applied Materials
AMAT 220.28-6.4%Nov 20 3:59 PM EST

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To: Big Bucks who wrote (23851)9/6/1998 10:36:00 AM
From: Larry Ames  Read Replies (1) of 70976
 
"Any leading edge chip manufacturer that can make a quantum leap in
lithography techniques coupled with advanced copper and CMP and dual damascene techniques will establish the new processing standards and
have a tremendous strategic advantage over the competition."

BB,

Could this be the catalyst for fabs to upgrade to stay in the game? It seems to me that when this happens, those like IBM, TI, and INTC will have a very significant cost of manufacture advantage.

Thanks for your opinions,

Larry
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