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

To: C_Johnson who wrote (8646)1/29/2004 8:25:30 AM
From: Sarmad Y. Hermiz  Read Replies (1) | Respond to of 25522
 
>> How does any company operate at 101% of capacity?

Carl, I don't know the actual answer, but a possible answer is when some maintenance is delayed slightly to finish a run.

Sarmad



To: C_Johnson who wrote (8646)1/29/2004 10:31:23 AM
From: Cary Salsberg  Respond to of 25522
 
RE: "What happens if your end yields are only 45% (130nm and below) and you improve your yields by 50 percent?"

Hi Carl,

We all know what happens, but we hope an expert like you can and will give us an estimate of how quickly yields are going to rise. Also, how will the rise in yields compare to the rise in end user demand for those chips? Finally, do you think the combination of new capacity and higher yields will lead to overcapacity? If so, how soon?

TIA



To: C_Johnson who wrote (8646)1/30/2004 2:55:54 PM
From: Kirk ©  Respond to of 25522
 
RE: "How does any company operate at 101% of capacity?"

Easy and I remember seeing it reported as high as 106%.

What they do is delay scheduled maintenance.

Kirk.


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