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

To: Cary Salsberg who wrote (62853)4/12/2002 7:51:01 PM
From: Sam Citron  Read Replies (1) | Respond to of 70976
 
I'm not sure it's reductio ad absurdum. Perhaps it is basic economics. The Jerry Sanders interview I sent you on Wednesday cited a Goldman Sachs study that determined, "unless you're doing $8 billion of revenue, you can't afford to have your own fab". Unless this is just Jerry's sour milk, "Everyone except Intel will have to be using foundry relationships or joint ventures." Doesn't this trend inevitably shift bargaining power from equipment suppliers to their customers?



To: Cary Salsberg who wrote (62853)4/12/2002 8:35:03 PM
From: Sam Citron  Read Replies (1) | Respond to of 70976
 
Following up on the Chinese trend, China will be pressing for increasing domestic content as the new fabs fill out their supply chains. AMAT and others have no choice but to move production there to compete, even if IP pirates abound there. What happens to barriers to entry in this race to the bottom?


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