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Politics : Formerly About Applied Materials

AMAT 231.17

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12:32 PM EST

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To: Katherine Derbyshire who wrote (29306)	3/31/1999 10:27:00 AM
From: David Rosenthal	Read Replies (2) of 70976

Katherine, Mask making overcapacity probably is a sign of slower than expected transition to high-performance masks (which require much more write time per mask), and therefore of a slower than expected transition to smaller linewidths. Not horribly bad (or surprising) news, but not good news either. Isn't this a bit of a surprise? I thought that the drive to save costs was currently focused on shrinking feature sizes. This would make that area the growth segment. If there's not strong demand growth here then, by implication, chip companies are not spending tons of money on new designs and shrinks. And the shrinks were supposed to drive a lot of semi-equip purchases. Hardly what one would expect in a recovery, U or V shaped. Am I overlooking something? Dave

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