Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 228.68

+1.2%

Nov 17 3:59 PM EST

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To: Ian@SI who wrote (27756)	1/17/1999 2:05:00 PM
From: blake_paterson	Read Replies (1) of 70976

Ian re: <<But there does seem to be several significant drivers that could cause those fundamentals to improve very rapidly. 1. Technology buys related to Cu processing are underway. 2. Technology buys related to sub 0.25µ processing is continuing and will lead to production capacity buys fairly soon, IMO. 3. The much fabled DRAM capacity buying cycle has been widely rumoured to be underway with another shrink war about to begin amongst the US, Japan, S. Korea and Taiwan.>> There is one more technology buy which is likely to add to the testing market, at least: the adoption of RDRAM (indeed, its timeline seems to be the next 3 - 6 months). Any predictions what impact if any RDRAM will have on the (mainline) front end, backend and yield management equipment makers? BP

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