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

To: Lone Star who wrote (38864)	10/26/2000 5:26:13 PM
From: Proud_Infidel	Respond to of 70976

Dainippon to build production plant for 300-mm wafer-cleaning equipment Semiconductor Business News (10/26/00, 04:31:15 PM EDT) KYOTO, Japan -- Japan's Dainippon Screen Manufacturing Co. Ltd. here today announced plans to build a new manufacturing plant to support the production of its wafer-cleaning equipment for 300-mm fabs. The new plant, called Fab FCI, will move into the construction phase this month, with plans to compete the building by March, 2001. The plant, a three-story building with a total floor space of 10,000-square-meters, has total capitalization of $18.3 million (2 billion yen). It will employ 150 workers. Located in the company's Hikone manufacturing site in the Shinga Prefecture, the new plant will produce the company's FC-3000 line of single-bath, wafer-cleaning equipment for 300-mm fab applications. In the first year, the new plant will produce a total of 100 units, according to the company. The Japanese supplier of wafer-cleaning equipment, coater/developer systems, and other items plans to expand the size of the building, thereby enabling the company to quadruple the output of its FC-3000 products. The company is expanding its manufacturing capabilities to meet anticipated demand for its 300-mm wafer-cleaning products, according to officials from Dainippon Screen. At present, it is also experiencing huge demand for its current products for 8-inch wafer fabs. Its manufacturing plants "are currently operating near capacity [due to] unexpected demand," the company said.

To: Lone Star who wrote (38864)	10/26/2000 8:15:21 PM
From: Cary Salsberg	Read Replies (3) \| Respond to of 70976

From previous posts, I conclude that you have held AMAT from $1B to today's $12B and soon tomorrow's $15B. Do you expect $150B in 10 years? I don't. Buy and hold was an excellent strategy because you picked the right company at the right time. I think AMAT's success during the past 10 years lessens its opportunity for growth during the next 10. I think it should buy ASML. Lithography is 30% of the front end and a AMAT/ASML merger could eventually capture 70-80% of the market.