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

To: Clarksterh who wrote (18548)4/4/1998 5:06:00 PM
From: Dr. Bob  Read Replies (1) | Respond to of 70976
 
Die shrinks will require new lithography tools, better CMP, better test equipt. - favoring ASMLF, AMAT, and TER, among others. There may be other factors that I'm not familiar with, since this is obviously not my area of expertise! But my question remains - is this die shrink business enough, along with a little bit for the 300mm pilot lines, to support the earnings estimates projected for 1999, or are those due to be revised downward, supporting the bears' case?

Bob



To: Clarksterh who wrote (18548)4/4/1998 5:21:00 PM
From: Justa Werkenstiff  Respond to of 70976
 
Clark and All:

Good article on how four industry leaders view the current downturn in the
semiconductor capital equipment sector and the future of the sector in general

semi.org


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