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: Cary Salsberg who wrote (47294)	5/25/2001 2:03:11 PM
From: Ian@SI	Read Replies (1) \| Respond to of 70976

I guess this time more leading edge capacity will be required to generate more wafers / chips to be processed by the back end. ;^) After all, everything else is different this time too. <g> Ian.

To: Cary Salsberg who wrote (47294)	5/26/2001 12:54:05 AM
From: StanX Long	Read Replies (1) \| Respond to of 70976

RE: " They will experience a pickup in business later than front end companies..." More explanation is required. Back end are usually the first to see the benefits of a recovery. The “front end” “back end” turn in business relationship may be different then earlier cycles. Business relationships of front to rear most recently were capacity related. If there are true signs of recovery this time, it would be in technology and size, not capacity. If we are in a technology and size upturn cycle, I would think all of the FAB equipment would be needed at some minimum level so the dies could be tested and packaged. So if 300mm and copper are our next move, than each equipment company must be present in the FAB. Or maybe not. Stan