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


To: Proud_Infidel who wrote (20432)6/16/1998 2:35:00 PM
From: Lone Star  Respond to of 70976
 
Brian, this is truly great news; I think you were being facetious. The longer 300mm takes to start, the better for AMAT and kind. 300mm gives a 2.25 multiplier pop to capacity vs. 200mm, so less unit systems ordered. This industry ( semi-eqips side, that is) needs to clear out overcapacity in a bad way, and we don't need 300mm waiting in the wings to exacerbate or revisit this problem.