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

To: Proud_Infidel who wrote (34098)	2/8/2000 3:36:00 PM
From: Big Bucks	Read Replies (1) \| Respond to of 70976

Brian, thanks for posting this, I see it as a reality check for all the "analysts" who are hyping capacity expansion needs short term. Newer semi production technology will still be the main equipment sales driver for a while, IMO. Once fabs understand how to improve sub 0.25uM productivity and have working pilot lines in place then maybe they will consider building the next generation fabs. I still think profitability is the main goal for the majority of fabs at this time. JMO, BB

To: Proud_Infidel who wrote (34098)	2/8/2000 6:07:00 PM
From: Guy Gordon	Read Replies (2) \| Respond to of 70976

Who TF is Bill McIlvaine, the author of that article? It sure would be nice if somebody let him know that you cannot build semiconductors in empty buildings, even if they are called "fabs". "There are enough empty fabs out there," remarked Scalise. Intel Corp.. for instance, last week snapped up a vacant shell from Rockwell International Corp. in Colorado Springs, Colo. (see Feb. 2 story ). Additionally, both Micron Technology Inc. and Texas Instruments Inc. have fabs currently sitting empty in the United States. Hyundai Electronics has two in the U.K. -- in Scotland and Wales -- while Infineon Technologies still has the shuttered North Tyneside fab that came with its spin-off from parent Siemens AG.