Formerly About Applied Materials Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Applied Materials

AMAT 230.77

+0.9%

Nov 12 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Katherine Derbyshire who wrote (26512)	11/19/1998 9:56:00 AM
From: Jeffrey D	Read Replies (1) of 70976

Katherine:<<In other words, if demand for chips keeps growing at historic rates, 300mm wafers will be needed to stay on the price/performance curve, lots and lots of 300mm fabs will be built, and the equipment makers will be happy. If demand for chips stalls, the equipment makers will be unhappy, regardless of the wafer size. FWIW, my conversations with Dr. Castellano suggest that he is a thoughtful analyst, but that he also enjoys being provocative. I would read the entire report before investing money based on his conclusions. >> Thanks Katherine, I believe your explanation of the process is correct. In addition, why would Morgan and AMAT be pushing 300MM if it meant losing business? I would, however, be interested in reading Dr. Castellano's full report. Do you have it at your website? Jeff

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next