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

To: Gottfried who wrote (48814)7/7/2001 11:59:41 PM
From: Paul V.  Read Replies (1) | Respond to of 70976
 
Gottfried, Recalling Morgan's four waves, are we going into the last equipment wave since equipment has reduced the circuitry down to .13mm, copper, internet and last, 300mm wafer. Where does AMAT go next.

If the above is true, could we be in for a sustained and prolonged selling of .13, copper and the 300mm or 16 in. wafer?

You computer and electrical engineers what to jump in to the above inquiry.

Thanks.

Paul


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