Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Sam Citron who wrote (11032)	11/14/1997 9:18:00 AM
From: Teri Skogerboe	Read Replies (1) \| Respond to of 70976

SC & All, Asian buildup won't slow down, says equipment analyst techweb.cmp.com Excerpt: "Asian companies have struggled to grab first place in the DRAM market over the past few years," said Robert N. Castellano, president of the Williamsburg-based market research firm. "They have been operating at 100% capacity, maintaining profitability even at dramatically lower DRAM prices. For them to cut back now on expansion of technology for next-generation devices -- with 0.25-micron feature sizes on 300-mm wafers -- will probably relegate them back to second place behind the Japanese on the 256-Mbit DRAM race." regards, ts