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


To: Tito L. Nisperos Jr. who wrote (11160)11/15/1997 4:17:00 PM
From: Michael R  Read Replies (1) | Respond to of 70976
 
Tito,

In Barron's today Eric Savitz suggested that some of the XS DRAM capacity might be handeled by turning it into a foundries-for-hire business and that this would slow purchases of new gear by companies such as Taiwan Semiconductor and UMC. What is your feeling on this? If this scenario is correct would this have a big impact on AMAT anytime soon?

Michael