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


To: C_Johnson who wrote (7736)10/24/2003 3:11:03 PM
From: Kirk ©  Read Replies (2) | Respond to of 25522
 
Wouldn't lower mask costs of 6" and 8" be a benefit for China as it gains experience making its own chips? To pay for a 12" wafer mask set at bleeding edge line widths... you damned well better have a clue what you are doing which means a ton of customers.