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

To: davesd who wrote (14326)	1/9/1998 12:29:00 AM
From: Big Bucks	Read Replies (1) \| Respond to of 70976

DD, The "list" is getting longer, I wonder if/when the Taiwanese will announce fab delays? 300mm looks questionable as the necessary equipment "set" development engineering isn't complete. Actually there aren't 300mm wafer production facilities close to being ready for about another year for production quantities. Like we have postulated previously fabs will likely upgrade existing equipment supplemented with strategic purchases as necessary to improve production capability. BB