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

To: Fred Levine who wrote (2785)	8/30/2002 3:43:36 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 25522

I wonder how much, if any, of the equipment they will buy will be used. The overcapacity hang is at the line widths they are describing. Brian X-Fab--which specializes in providing mixed-signal and radio-frequency (RF) foundry services--plans to expand its newly-acquired 6/8-inch, 0.35-micron fab in the United Kingdom, and is also considering a plan to build a new plant near its headquarters in Erfurt. The company is also expanding its leading-edge, 0.35-micron process offerings, rolling out new versions of what it calls a “TSMC-compatible” technology. And this week, it announced the first in a family of analog and high-voltage modules for its 0.35-micron technology (see Aug. 26 story ).