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

To: daryll40 who wrote (50572)	8/15/2001 11:13:54 AM
From: robert b furman	Read Replies (1) \| Respond to of 70976

Hi Daryl, Yes he was on at the end of Squakbox. He indicated the market it "tough out there". He emphasized pride in "his team watching expenses". Chip makers have a tough market and are not investing in sub 20 micron technology and then the move to 300 mm is being deferred. He said only 5% were using 300 mm (I assume that is Intel).He stated all the rest 300 mm are pilot lines and with the tough chip market out there - a stall in committing dollars to new technologies has occurred. He did say China was a good future place for development. In short - watching expenses and waiting for orders to hit. Bob