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

To: H James Morris who wrote (14035)	1/1/1998 9:40:00 PM
From: J. David	Read Replies (2) \| Respond to of 70976

Here's a link to the BW article businessweek.com

To: H James Morris who wrote (14035)	1/1/1998 11:12:00 PM
From: Gottfried	Respond to of 70976

TaffyII, my newsstand doesn't have that issue of BW yet. But I'll definitely get it. Meanwhile on the BW site they use an apt analogy for the need to upgrade fabs... businessweek.com That's not to say cowboy capitalism has disappeared--thankfully. In the semiconductor business, companies have learned that a seemingly prudent decision to refrain from investing in the latest generation of fabrication plants can leave you permanently out of the action. ''It's like recovering from a spinout in a Porsche,'' says G. Dan Hutcheson, president of market watcher VLSI Research Inc. ''The solution isn't to hit the brakes but to accelerate more.'' Seems the DRAM business has performed more like a Yugo lately. GM