Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 223.95

+1.7%

Nov 21 9:30 AM EST

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To: Ian@SI who wrote (29132)	3/20/1999 11:05:00 AM
From: Tony Viola	Read Replies (1) of 70976

Ian, >>>Wishful thinking, with the XRay reference, and the $700M price tag, it's likely just an R&D facility rather than a strong signal that 300mm is about to fire up.<<< It does sound rather cheap by today's standards, doesn't it? OTOH, maybe things are a lot cheaper in East Fishkill, NY than in Silicon Valley. No, most of the cost would be equipment, wouldn't it. Power PC = test vehicle only for the new process stuff, I don't think it has any market. Tony

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