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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: Dale Knipschield who wrote (1408)	7/9/2002 10:28:31 AM
From: Proud_Infidel	Read Replies (1) \| Respond to of 25522

Knip, I understand where you are coming from....outside of regular buying for my 403b, I am no longer going to make purchases only to see the money melt away because of these corporate thieves. And why aren't they treated like the common criminals they are? A woman was recently sentenced to 2 years for stealing about $4000 from a NJ Burger King. These guys have stolen hundreds of millions and they are free to build $20 Million dollar mansions?!?! The word disgusting does not adequately convey how I feel but that is all I have. Brian

To: Dale Knipschield who wrote (1408)	7/9/2002 12:21:30 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 25522

Micron to start 300-mm pilot line but general transition will wait By Peter Clarke Semiconductor Business News (07/09/02 11:54 a.m. EST) LONDON, England - Steve Appleton, chairman, chief executive officer and president of Micron Technology Inc. said his company would begin running a 300-mm pilot manufacturing line at its Manassas, Virginia, facility this year. However, he refused to be drawn on when the Boise, Idaho, DRAM maker might begin a more general transition to the larger wafer size. “We have to be prepared to do 12-inch wafers. But it doesn't appear that 12-inch will be competitive with 8-inch for a couple years,” said Appleton, speaking to journalists at a combined press and financial analysts conference held here today. Appleton pointed out the industry's mainstream transition from 6-inch to 8-inch wafers had not happened until about a decade after IBM had first processed an 8-inch wafer in 1983. He said Micron's moves in DRAM production would be governed by financial measurement, as they always had been. “We do what we do on a cost-per-bit basis,” Appleton said. When it was raised from the floor that Munich, Germany-based Infineon Technologies AG claimed that it's ability to make DRAMs on 300 millimeter wafers would make it a leader in cost-effective production Appleton said: “Micron is the leader now.” He went on to compare the current cost of raw wafers; $60 for 8-inch against $450 to $550 for 12-inch wafers as one reason why 8-inch production would remain more cost-effective than production on 300 millimeter wafers for some time. He added that wafer suppliers' most favorable estimates only had the cost of 300 millimeters dropping to $250 in 2005. However, Appleton said that once the decision was made to begin producing on 300 millimeter wafers the company could move very quickly. “We have two fabs that are capable of running 300 millimeter wafers. We will have a 300 millimeter pilot line by the end of the year. It would only take us six to eight months to get into production,” he said. One of those fabs is the Manassas, Va facility acquired from Toshiba for about $300 million earlier this year. The other is at Lehi, Utah. Appleton said Micron's 300-millimeter pilot line would be installed in Manassas. Appleton also said that there were no plans to invite other companies to share the pilot facility or collaborate on development of 300 millimeter wafer processing. “We have no plan for collaborative development.” He said Micron had never undertaken collaborative research.