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Politics : Formerly About Applied Materials

AMAT 265.39

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3:59 PM EST

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To: Sun Tzu who wrote (30148)	5/13/1999 6:48:00 PM
From: gugie	Read Replies (1) of 70976

Sun Tzu <<...production capacity (or) upgrading to copper...>> Intel has stated in the past that they can still eek out more from aluminum before making the transition to copper. They're "copy exact" philosophy has made them risk adversive-they'll make changes when they have to, rather than keep up with the latest and greatest process. This could just be mis-information, though. So, not really an answer to your question. Look for big process changes when they go to 0.15 micron. They're getting more chip capacity will come from design shrinks, with a few process tweaks, so they'll get more chips from the same number of wafers. P.S. Since it doesn't cost anything to get in, put me down for 65. Near 70 on the 18th, but by the 21st, profit taking will push it back down.

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