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

To: Proud_Infidel who wrote (8855)	2/10/2004 10:15:47 PM
From: Big Bucks	Read Replies (1) \| Respond to of 25522

Brian, I suspect that as devices get smaller and faster and new technologies come into vogue(nano technology)that it won't be necessary to scale up wafer size...just scale down the devices and you achieve the same production capability. There is a reason that you don't see 1000 passenger air planes. LOL...

To: Proud_Infidel who wrote (8855)	2/11/2004 11:18:21 AM
From: willcousa	Read Replies (1) \| Respond to of 25522

7-8 B for a fab will not be prohibitive for intel if the payoff is there. I wonder if there will be enough volume demand for such fabs - if intel is the only one buying can it happen?