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


To: Jacob Snyder who wrote (42378)2/20/2001 3:08:50 PM
From: Tony Viola  Read Replies (2) | Respond to of 70976
 
>>>They are betting that the downturn (in the economy and chip demand) is over by 3Q01, and the right move is to continue expansion/upgrading through this downturn.

That and the fact that they, Intel, see moving to copper and 0.13 micron this year, and then 300 mm next year as imperative. Expensive stuff.