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

To: Jeffrey D who wrote (36474)	8/9/2000 8:28:23 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 70976

Jeffrey, David Wong, the Senior VP on the call, said he recently talked to execs from a Taiwanese foundry and even with the aggressive building they have been doing, they still do not believe they will be anywhere close to meeting demand in all of '01. The foundry guys have been the most aggressive in terms of capex, so logically it would follow that they would be the first to be hit. There does not appear to be a peak even on the horizon. I wonder how many interviews with semiconductor execs J. Jospeh did(that was a rhetorical question in case you didn't notice) I also posted this earlier. Wireless chip sales to reach $53 billion in 2004, says In-Stat; this is nearly one-third of all chips made today in dollar volume only three years from now! Incredible! semibiznews.com Also of note from the call was the fact that DRAM as a percentage of revenue, was 15%. Historically(correct me if I am wrong anyone) this number has been anywhere from 22% to 43%. I do not ever recall a number this low. This bodes well for AMAT and the entire sector when the DRAM guys start their spending later this year to catch up with demand. All in all, an utterly fantastic call. Brian