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

To: Rob-Chemist who wrote (20045)	6/9/1998 3:15:00 PM
From: Big Bucks	Read Replies (1) \| Respond to of 70976

Rob, I think I disagree that the new chip designs will eliminate the current glut of chips/cpu's/sram/asics, et al,. There are still "older generation fabs producing as much as they can just to meet expenses to stay afloat. Also, if you consider that the newer generation of fully integrated "system on a chip" designs will virtually kill the older technology support chips from many fabs without the resources to compete at the highest levels. If these chips aren't required these older fabs are in a real dillema, minimal income, tough competition, over supply, decreasing margins, and no capital to expand or show profitability to investors or financiers. IMO, it doesn't bode well for the industry or the equip mfg's until a significant shake out/consolidation occurs in the chip manufacturing sector. Just my opinion, BB