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

To: TI2, TechInvestorToo who wrote (6547)	7/24/2003 1:39:00 AM
From: gugie	Read Replies (3) \| Respond to of 25522

>Interesting that they go from 6 to 8 and not 12. My experience is that when a fab retools-they jump 2 sizes (assuming the biggest size was already in existence at that company previously in another fab)< Maybe they plan to do it with lots of refurb equipment? As I recall ST fab's aren't huge. In my early days supporting equipment at AMAT I remember seeing rows and rows of Endura's at all the Intel sites, and was disappointed when I went to 2nd tier customers and saw only a few. You could probably start up a small line for dimes on the dollar right now. I also heard that there's enough aluminum metal capacity out there for the next few years, so if you don't need leading edge technology (copper, low-k, fine line width), why not go used?