Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 301.11

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Jan 9 3:59 PM EST

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To: Duker who wrote (30674)	5/27/1999 5:17:00 PM
From: Will Lyons	Read Replies (1) of 70976

Duker Sorry if I overracted. Your last post re the possible saturation of DRAM market is exactly what I had in mind. All those chips will still be using wafers and while part of the increase may be the result of smaller lines , some of it may require more wafers and other materials. Meanwhile the 80 percent increase by the two big producers may not require a proportionate increase in capital. Possibly not an additional fab! Your mentioned ATMI, I was thinking of WFR but have not looked at it for some time. Regards Will

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