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

To: rhering who wrote (7570)	10/17/2003 8:10:32 AM
From: Sarmad Y. Hermiz	Read Replies (1) \| Respond to of 25522

>> It is closeness to design engineering that chip manufacturers need. This is typically handled by large account teams that are co-located with the customer Fabs. These teams feed back information to the product design units. Hello, and welcome to the thread. I see that was your first post on SI. I am wondering whether equipment in a fab is upgraded piece-meal, or whether a process lines in a fab is designed and built for a particular technology, and it stays at that technology level for a couple years. Now we see the cost of a new fab is $3 billion or higher. Why aren't older fabs refurbished ? Are they too small ? Is it the ventilation system ? Thanks, Sarmad