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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Katherine Derbyshire who wrote (31157)	6/24/1999 10:53:00 PM
From: Ian@SI	Read Replies (1) \| Respond to of 70976

Katherine, Yesterday, there was an article in DJ Newswires indicating that foundry capacity is booked at least through next year (In Taiwan). We've gone from the media reporting about 65% to 75% capacity utilization to this report of overloads at foundries in practically a blink of the eye. Somehow, I still have the belief that the equipment suppliers will do well in the next couple quarters regardless of ASPs. And as long as the chip makers get increased productivity and a rapid ramp in demand, the trend of the last 3 decades will probably remain intact for another year or 2. ;-) Ian. +++++++++++++ OT re TLAB thread. I haven't read the whole exchange. What I have seen would either evoke a response to joej of "yawwwnnnnn...."; or I'd simply ignore him. I'm not sure whether he enjoys being rude; or if he's just intellectually deprived. P.S. Thanks for the hot investment tip. I'll sell all in the morning and buy electricity futures. Should I go for the SW, NE or just cover the whole country? LOL

To: Katherine Derbyshire who wrote (31157)	6/25/1999 6:23:00 AM
From: Tejman	Read Replies (1) \| Respond to of 70976

>>MU and AMD are company specific. AMD got it's butt kicked by INTC, MU by the Koreans.<< In the end it was my Butt that was kicked. INTC/Koreans kick AMD/MU. Red ink every where INTC/AMAT goes down and my wife kicks my BUTT when I told her the Holiday is not going through!!! Odd ball

To: Katherine Derbyshire who wrote (31157)	6/25/1999 10:35:00 AM
From: Tony Viola	Read Replies (1) \| Respond to of 70976

Katherine, Re: "Though AMD's problems may be more spectacular than most, I can guarantee that no one is finding sub-0.25 micron production to be easy." How about IBM? They've been shipping System 390s built with 0.18 micron and copper interconnect since last month. >600 MHz overall machine clock frequency, too. Admittedly, these are low volume compared with Pentium class or DRAM volumes and I have no idea what IBM's yields are with that process. I wouldn't bet against them though. Whose equipment does IBM use, usual suspects, AMAT, etc.? Surprising to me that Intel came up with problems on their 0.18 PIII, named Coppermine. Scuttlebutt is all over the place, from crosstalk, to they should have used CU for speed, to Coppermine's design itself. Paul Engel says the process guys are bailing out the design, or layout guys for a temp fix, or workaround, while they fix the real problem, whatever it is. The process fixes are several, each gaining some speed for the chip. When summed up, the chip hopefully gets to 600 - 650 MHz for November intro. Tony