SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Proud_Infidel who wrote (14890)1/20/1998 12:02:00 PM
From: Proud_Infidel  Respond to of 70976
 
Not sure if this was posted:

techweb.cmp.com

Excerpt:
However, as advanced semiconductor devices require state-of-the-art
manufacturing technology, continued spending is fundamental and
necessary to remain profitable in a highly competitive environment and
chip makers will find a way to finance these investments. The long-term
outlook remains strong for the entire industry."



To: Proud_Infidel who wrote (14890)1/20/1998 1:47:00 PM
From: Earl Graham  Read Replies (2) | Respond to of 70976
 
I agree. The Focus for NVLS and LRCX is 300mm. AMAT has won the 200mm race but 300mm is a new game. They will play if safe and use their cash and credit for 300mm. Applied has a cash advantage but it will be interesting to see if the smaller guys can move into 300mm faster. I personally don't think so, but other do.

Later
;)


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News