Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 222.56

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To: Katherine Derbyshire who wrote (25089)	10/9/1998 2:41:00 PM
From: blake_paterson	Read Replies (2) of 70976

Question for Katherine: If one presumes that the next "killer app" for semis is devices rather than PC's / sub-PC's, does the projected need for re-tooling change substantially? Put another way, do embedded chips / RISC processors (ARM, MIPs, etc.) represent semi-equip growth potential that is not currently factored into mainstream market projection? Will it drive DUV, etc beyond die shrinking projections? For example, if the Intel StrongARM (which they are betting on) takes off, will this pressure fab purchasing to re-tool beyond what what is required to move to 300 mm? Thanks in advance! Forever the techno-optimist, (Disclaimer: I'm long ARM ADR's) BP

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