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

To: Proud_Infidel who wrote (35041)	5/7/2000 12:53:00 AM
From: Dr. Mitchell R. White	Respond to of 70976

Reducing WIP by only 30%? I'd be surprised if they don't get more. There's often a lot of wafers stacked up in these fabs (Lucent is rather "out on point" on reducing WIP wafer counts, I believe, because of their application of the Theory of Constraints management philosophy to their operations), and it's not just at/before the large-load tools, like furnaces. If Lucent demonstrates they can reduce WIP a further 30%, however, they'll be able to turn out new products much faster than their competition, and that's not to be sneezed at! Other firms would have to quickly adjust, or they'd be at a distinct disadvantage. Very interesting information, Brian! Mitch