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

To: Skeeter Bug who wrote (19803)	6/1/1998 9:44:00 AM
From: Lone Star	Read Replies (2) \| Respond to of 70976

Skeets, Skeets, this is the AMAT thread, dude. OK, MU is a dog we get it<g>. Of course it is, so what? A number of chip companies,( and chip equip companies as well) have come and gone over time. If Micron goes away it has no real impact on AMAT. However, the real problems, of overcapacity and no new demand drivers coupled with a slowing world economy led by Asia and spreading is what we are all watching. Yes, things suck right now but won't forever- the trick will be to stay lean, beat out your competition for market share, while still positioning new producys for the upturn. I submit AMAT is the best in such times.

To: Skeeter Bug who wrote (19803)	6/1/1998 1:53:00 PM
From: eabDad	Read Replies (1) \| Respond to of 70976

Skeet: I have a pretty complete set of information, at least for now. My reference to 0.28-0.30 micron was what was actually being shipped in quantity today. The NEC 0.15 micron thing is for production in 2002 - that seems ok for start of ramp. The Hitachi 0.18 micron announcement is typical for a new process - it will take two years at least for this to become the bulk shipment technology. With the ASIC guys you have to be careful whether or not they mean "as drawn" or "L effective". As Drawn refers to the image on the mask (what equipment guys track) vs. the distance between the source and drain within the silicon - effective gate length. The L-eff is shorter than as drawn because there is a diffusion laterally during process. A 0.25 as drawn is 0.18 L-eff. BTW, I did not take offense, although I thought your were unjustifyably flaming MU mgmt a bit much. Z