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

To: Paul V. who wrote (14579)1/13/1998 2:25:00 PM
From: Big Bucks  Respond to of 70976
 
PV,

The push now is to 64MB and 256MB, for all intents and purposes
16MB will go the way of 4 MB within 1 year. The biggest factor
slowing down 256MB is photolithography, limitations. IBM will
be a leader along with other companies exploring x-ray lithography,
such as certain leading edge Japanese companies. We are talking
0.18uM and 0.13uM device geometries, which are about 2 years away
from production, IMHO.

Regards,
BB



To: Paul V. who wrote (14579)1/13/1998 2:42:00 PM
From: carl a. mehr  Read Replies (2) | Respond to of 70976
 
Paul V.,
RE:<<Big Buck, >Barring a world wide recession/depression I could see AMAT at $80 by year 2000...>>

Oh no, we will see $60 before year end,
humble carl


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