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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Big Bucks who wrote (10191)	11/1/1997 12:58:00 AM
From: Stefan	Read Replies (1) \| Respond to of 70976

If you want more info on 300mm lines schedule, check out this link: semi.org In which fab do you work?

To: Big Bucks who wrote (10191)	11/1/1997 10:55:00 AM
From: Kumar Nathan	Read Replies (1) \| Respond to of 70976

Hi BB . You are right. "Niche fabs, with specialty product lines and little competition will most certainly make money with 150mm and 200mm fabs, until a competitor with more capacity/efficiency enters the fray." I talked to few fabs with 4" inch wafers. They continue to milk as long as they could. Those guys tells me that they continue to use this fab until cost of wafers goes up or wafer manufacturers stop producing them. But this approach suggests me of milking the cow max before sending it to slaughter house. Surprisingly, to my knowledge, there are 2 4"fabs in silicon valley itself. Regards Kumar