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

To: Proud_Infidel who wrote (7694)	10/22/2003 11:25:54 PM
From: Big Bucks	Read Replies (1) \| Respond to of 25522

"Revenues of our 0.13-micron product offering increased over 45 percent sequentially, and now represent8 percent of total revenues compared to 1 percent in the final quarter of last year. Since the fourth quarter of last year, we have increased shipments of mature technology wafers by 58 percent." If I interpret this correctly he is confirming my prior contention that 0.13uM geometries are still relatively state of the art and have yet to be fully embraced as the main technology requirement for a majority of consumer products. It seems that chip demand utilizing >0.13uM features is still very high, probably value driven. If so, the need for sub 0.13uM chips has a limited and specialized niche market segment at this time. I suspect that there are still significant barriers to producing devices smaller than 0.13uM which include cost of fab/capital equipment, engineering, product yield, manufacturability and market dynamics.... At this juncture of a global economic turn-around it is likely that electronic product manufacturers will opt for cheaper chips where ever possible, if they can perform the necessary functions. BB