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To: Mani1 who wrote (141637)8/14/2001 10:35:33 PM
From: Elmer  Read Replies (2) | Respond to of 186894
 
Also near historic low in fab utilization pretty much means that there will be no real capacity spending in 12 inch 0.18 and 0.25 any more.

Gee you're right. Will all those 12 inch .18u & .25u fabs out there who needs more?

Who was it over on the mod thread bashing someone for not knowing what he was talking about? Can you remember who it was?

EP



To: Mani1 who wrote (141637)8/14/2001 10:56:59 PM
From: Tony Viola  Respond to of 186894
 
Mani, AMAT talked a lot about 0.13, copper and 300 mm. Maybe the convergence of all of those is what's making them somewhat confident. Morgan and the CFO guy didn't do any whining, pretty common on CCs lately. Also, AMAT is a stock that "loves to go up." Someday, the Greenspan induced IT spending malaise will end. In other words, how the hell do I know? ;-)

Tony


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