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

To: Paul V. who wrote (9063)	2/27/2004 2:34:59 PM
From: Big Bucks	Respond to of 25522

Paul, I have been away from chip production for 4 years so don't know the answer to your question....it depends on the type and complexity of the chip.... AMAT has always pioneered chip development capability to be able to provide equipment capable of doing at least 2 Moore's law generations from current state of the art technology. They considered this a design imperative to insure that the company maintained a leading edge technology dominance relative to it's competitors. Intellectual property development and patent rights insures competitive advantage....AMAT equipment capability has led the actual chip production requirements since the advent of the 8100 etcher series. There is a huge marketing advantage to be able to offer equipment and process capability before the customer actually needs it to produce chips. My guess is that the new equipment is capable of meeting most process requirements needed for 2-4 years from purchase. Bleeding edge is currently at the 65nm device size.