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Technology Stocks : Mattson Technology -- Ignore unavailable to you. Want to Upgrade?

To: John Stewart who wrote (2446)	1/15/2000 8:26:00 AM
From: John Stewart	Respond to of 3661

Based on the section of the Intel announcement I've put below, look's to me like the slot for Mattson, via "Low K", just moved up to around 3Q2000. ...Yep, they really do need that big capacity increase at Mattson, and soon. ..Also, did you note that the #2 & #3 in spending for 200 were ..."Samsung Electronics, Taiwan Semiconductor Manufacturing Co. (TSMC), and United Microelectronics Corp. (UMC) will be in a virtual tie for second place with capital budgets of about $2.5 billion in 2000." "Intel is now beginning to see cost advantages in using 300-mm diameter wafers as device feature sizes shrink to 0.13 micron, said Splinter during his key note presentation at the Industry Strategy Symposium in Pebble Beach, Calif., on Tuesday. Splinter said Intel had been able to save money by reusing and upgrading 200-mm fabs during the late '90s, while minimum feature sizes shrunk from 0.25 to 0.18 micron. But costs factors are changing as new semiconductor materials--such as copper and new dielectrics--and process steps are needed to push feature sizes to the next generation, Splinter told capital equipment suppliers at the ISS meeting."