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

To: Teri Skogerboe who wrote (18983)	4/30/1998 8:30:00 AM
From: Joe Sabatini	Read Replies (1) \| Respond to of 70976

I was reading the latest issue of EE Times last night, and several articles forecast a gloomy few years for the semi-equips. Intel has said that it will not begin upgrading to 300mm until it starts manufacturing on .13 micron, and that will be 2-2 1/2 years from now. The good news is that when they do upgrade a line to 300mm, they will have to do so for -all- of their process equipment on that line. They plan on running several process sizes in tandem for a few years as well. Joe S.