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Technology Stocks : Semi Equipment-Sell when they're singing in the streets -- Ignore unavailable to you. Want to Upgrade?

To: Dr. Mitchell R. White who wrote (58)	4/26/2000 11:13:00 AM
From: Pink Minion	Read Replies (1) \| Respond to of 276

What were the peak lead times for some of AMAT's products during the last boom? This would seem to be a cause for shortages. You can order all the machines you want but you'll have to stand in line for a year. I remember lead times of 18 months for lithography equipment. This would seem to be the bottle neck for increasing production. Don't you have to buy a whole line to increase production? You can't just go buy a furnace here and PVD there to increase a line can you? I also remember the AMAT's in 1995 complaining about hiring qualified people. Are you saying they are maxing out now? MH