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: pat mudge who wrote (36430)	8/9/2000 5:04:32 PM
From: sam	Read Replies (1) \| Respond to of 70976

Looking even better. Pat, thanks, as always.

To: pat mudge who wrote (36430)	8/9/2000 5:43:06 PM
From: Tony Viola	Read Replies (2) \| Respond to of 70976

Pat, great notes on great news. I also heard a prediction of 73 to 75 cents eps for the current quarter. DRAM shortage for 2H2000. 0.18 capacity still unfulfilled. I'd add to that, that 0.13 is right around the corner. If AMAT is still selling 0.18 equipment, and with copper, 0.13 and 300 mm all happening or on the near horizon, has there ever been such a confluence of new products for this industry? Great year this year, next year potentially even better (Morgan). Tony

To: pat mudge who wrote (36430)	8/9/2000 11:48:13 PM
From: Kirk ©	Read Replies (2) \| Respond to of 70976

Thanks for the most excellent notes! Here is a great tutorial on the Chip-Making process put out by "Infrastructure" infras.com I keep that link and other good ones here: pw2.netcom.com Note that the left hand side has all the process steps listed so you can click on one and go straight to the explanation. Infrastructure did a wonderful job with this. The 3 drivers for the industry are Copper, 300mm and smaller features. Copper will replace Aluminum in this slide infras.com 300mm is the diameter of the wafer (about 12" compared to today's 200mm or 8" wafers) 0.13um vs 0.18um means the distance between the source and drain in this slide infras.com Going from 0.18um to 0.13um allows you to put more transistors in a given area since you can make them smaller. So far, most orders are for smaller feature sizes and copper and 300mm are yet to come. AMAT said even with this, 72% of their orders are for the larger 0.18um equipment. (In college back in 1979, I built a 1mm x 1mm MOS transistor so these are REALLY SMALL!) Hope this helps. Thanks again for your notes. regards Kirk out