Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 225.18

-1.5%

Nov 18 3:59 PM EST

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To: Ian@SI who wrote (27910)	1/31/1999 1:30:00 PM
From: Proud_Infidel	Read Replies (1) of 70976

Ian, I've seen some anecdotal evidence that 300mm is being pulled in, but no major committments yet. However, having come off a period of historically low capex to revenue for the semi sector, it would not surprise me at all if we regress to the mean, and see a round of fab expansions/rollouts. The internet is the new driver for semiconductors, and we are only in its infancy, so it's anyone's guess how explosive the upturn will be. Although my opinion is that we will see growth greater than the current high forecasts. Brian

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