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

To: Scott Brooks who wrote (11335)11/18/1997 3:59:00 PM
From: roly  Read Replies (1) | Respond to of 70976
 
Scott,

IMO, here's why it's good news.

<<"There are people who question the commitment here, and the commitment is to spend $1 billion to provide our customers with leading edge technology," Zales said. "The overall intent was to look at our factory network and see what made the most sense in terms of meeting the needs of the industry.">>

If you read the postings here 2 or 3 weeks ago, its the gloom and
doom scnenario of fabs investment being delayed or pushed back. With the most recent announcement from IBM (300mm), this one from INTC, Taiwan fabs, its starting to appear that the fabs investment are not slowing down at all.

Roly



To: Scott Brooks who wrote (11335)11/18/1997 4:00:00 PM
From: Tech Buyer  Respond to of 70976
 
For a while, it looked like Intel might reduce their spending next year due to the the delay of the Israel fab (actually, a shifting from flash mem to processors.) This is new information assuring us that the money will be spent. I'd classify it as "good news" because nobody was expecting them to upgrade the NM fab to 0.25 micron/200 mm. And they would still need to spend money on the Israel fab at some point.

TB


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