Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Gottfried who wrote (35735)	7/12/2000 11:55:29 AM
From: Ian@SI	Read Replies (1) \| Respond to of 70976

G., In the ESIO conference call last night, it appeared that the ESIO, like other equipment makers, is outsourcing to a much greater degree than had been the case in prior cycles. This is allowing them to ramp up capacity much more quickly and with much lower capital expenditures. I don't know where LRCX stands with respect to outsourcing, but it's conceivable that they've been focused on other aspects of getting "the house in order" and haven't yet achieved the required degree of manufacturing flexibility. Just a WAG, but I doubt that the Bagley comment is applicable to the whole sector. Ian.