Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 242.41

+5.0%

Nov 25 3:59 PM EST

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To: Proud_Infidel who wrote (30545)	5/24/1999 11:43:00 AM
From: Ian@SI	Read Replies (2) of 70976

Perhaps, the only evidence that will satisfy some of the doubters is when the first 300mm wafer rolls off a production line at TSMC. By that time, many of the providers to the 300mm chip makers will be more than double their current prices. One may profit handsomely by taking risk, or one can get the growth by waiting for certainty. It's up to each of us to decide how much and which specific risks we will personally take. JMHO, Ian.

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