Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 235.13

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Nov 10 3:59 PM EST

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To: KM who wrote (26914)	12/5/1998 9:27:00 AM
From: blake_paterson	Read Replies (2) of 70976

Counterpoint: Chip Capital Spending Still In Question (12/04/98, 5:58 p.m. ET) By Anthony Cataldo, EE Times techweb.com Excerpt: While semiconductor-equipment vendors were being cautiously optimistic this week about the possibility that chip vendors would open their purse strings in the second half of next year, few were predicting that those orders would be for equipment for 300-millimeter wafers. A few large chip companies -- including NEC in Roseville, Calif., and Motorola and Siemens in Dresden, Germany -- have set plans for 300-mm wafer facilities, but much of the development work continues to be crippled by big cuts in capital-outlay budgets, observers said at the Semicon Japan show in Tokyo. With chip companies cutting capital spending, most equipment vendors are ambivalent about moving forward. Thomas Walsh, general manager of Novellus Systems, said his company has scaled back its 300-mm development efforts, but Mattson Technology president Brad Mattson said his company would invest more in 300-mm products next year.....

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