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

To: Proud_Infidel who wrote (14707)	1/15/1998 2:30:00 PM
From: TI2, TechInvestorToo	Read Replies (2) \| Respond to of 70976

I don't think the 300 mm news is necessarily bad. New fabs will still be built to meet device/die shrinks (250nm and 180 nm) which will require new equipment. It just will be 200 mm size instead. IMHO it means that more mature products will be sold and give some breathing room (lower development costs) on the 300mm products. If you follow the link you provided in your previous post to the Jan 6 reference article on 300 mm delays, this perspective is substaniated. Intel has made the decision that 180 nm fabs will not be 300mm. They are still buying equipment (~5B$). Comments? TI2