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

To: Proud_Infidel who wrote (1421)	7/9/2002 12:31:20 PM
From: Alastair McIntosh	Read Replies (2) \| Respond to of 25522

Re: “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. An interesting comment. I was under the impression that large producers had to move to 300mm as quickly as possible in order to remain competitive. Appleton's comment does not seem to confirm this.