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

To: William Nelson who wrote (20821)	6/25/1998 7:58:00 PM
From: Teri Skogerboe	Read Replies (3) \| Respond to of 70976

Re: "If these guys can build a fab for 150M, we are in trouble to say the least." You can say that again. Has anyone on the thread seen this first-hand yet? I'm sure the story is a comforting item to the people who bought AMAT this morning at 32. Why do I find that slightly funny? Jacob, You are so right, IMO; the market is very much a psychological game, much more so than math. Mr. Market is completely crazy and moody... what an interesting "game". So does anyone want to do a second AMAT thread survey??

To: William Nelson who wrote (20821)	6/25/1998 9:54:00 PM
From: Katherine Derbyshire	Respond to of 70976

I've done some digging. From what I understand, the spherical chip folks have: --venture funding --patents --conceptual drawings of how lithography tools might work --conceptual drawings of how non-contact processing might work. --a good PR machine --some lab-grade equipment. Guess it was a slow news day over at SBN. This isn't going to bother AMAT or Intel any time soon. Katherine

To: William Nelson who wrote (20821)	6/25/1998 10:18:00 PM
From: Ian@SI	Read Replies (1) \| Respond to of 70976

Willy, If you read the article carefully, you'll note that there's no lithography process whatsoever listed in the 4 processes that Ball thinks its got working in a research lab. Further, you won't see any mention of DRAM, Flash, Logic, ASICs, or any other complex chip. What you'll see is a mention of diodes. ... and probably the low end of a low end part of the semiconductor market. I wouldn't worry that Ball will threaten AMAT in my lifetime or any one else's for that matter. They're a development stage company with a compelling story. No profits, in fact No Revenues from Sales and no likelihood of any, any time soon. Ball reminds me of another diode company with a compelling story. Do a search on ISSM and read a few posts from various times in the history of that thread. Then tell us how excited you are about Ball's promise. ;-) FWIW, Ian.