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


To: FJB who wrote (13939)12/30/1997 12:23:00 PM
From: davesd  Read Replies (1) | Respond to of 70976
 
Robert, I got the 40% number from AMAT....I asked them what % of sales are to DRAM manufactures and they said about 40%...this was about a quarter ago. You may want to check with them for more current info.....by the way....MU is cranking out 16M on 30mm die size...but the asians are using a 50mm die....so most is made on 50mm die.

dave