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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: Lizzie Tudor who wrote (11127)	4/16/2002 12:03:54 AM
From: Bill Harmond	Read Replies (1) \| Respond to of 57684

TWIUI, Novellus leads the move to copper (vs. aluminum) interconnects (between the millions of semiconductor gates on a chip), which is better for producing smaller geometries, uses less power, generates less heat, etc. That is compounded by demand for new equipment to handle larger wafers. Copper is being adopted broadly. Intel uses it in the Pentium IV, Micron in memory, etc. Amat makes plenty of copper equipment, too. Your number appears right. Book 250, ship 215. Looks like the world hasn't ended. Felt like a possibility, though!