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

To: Teri Skogerboe who wrote (20758)	6/24/1998 6:47:00 PM
From: Clarksterh	Read Replies (1) \| Respond to of 70976

Teri - I'd be happy to see better numbers, rather than use my approximations. But the point is that it is very difficult to figure out added capacity from shrinks without knowing what is being produced. It, most definitely does not work such that a 30% reduction in feature size is equal to a 30% increase in units produced. Clark PS Re:I read something very different from this in EET or EBN. What is the source that says Intel is at 100% .25? I even recall from an Intel CC that they weren't fully changed over, but that was 1-2 quarters ago. My memory is the source. I remember that they were planning to be at 50% 0.25 by end of 97 and 100% by end of '98. Of course I made my calculation for the middle of the year, but used EOY numbers for simplicity's sake since all I was trying to do was make a general point.