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

To: Big Bucks who wrote (8850)2/10/2004 9:12:14 PM
From: TI2, TechInvestorToo  Read Replies (1) | Respond to of 25522
 
<Equipment companies will not spend the exhorbitant R&D expense required, the ROI wouldn't justify the cost. BB >
Sure they will. There just won't be as many suppliers or buyers as the great semiconductor consolidation continues. Wasn't too long ago that 300 mm was too expensive and 200mm (although we called it 8in then) and 150 and 125 (remember 5"?)100 mm ........ At 100 mm wafers the US had multiple companies in DRAMS and they often each had multiple competing divisions..now we have Micron and some alliances in the US after that consolidation wave
ti2



To: Big Bucks who wrote (8850)2/10/2004 9:57:08 PM
From: Proud_Infidel  Respond to of 25522
 
I am not so sure that you can dismiss 450mm out of hand. 300mm had a much later roll-out than anticipated, so I think 450mm(if it happens) will occur later than the dates they are talking about. But I am certainly not going to say it definitely won't happen. I think there was a time when people said 300mm wouldn't happen or was unnecessary.

Brian


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