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

To: Big Bucks who wrote (20908)	6/26/1998 8:31:00 PM
From: Katherine Derbyshire	Read Replies (2) \| Respond to of 70976

When DRAMs cost $50/Mb and all the companies were rolling in money, they all talked about diversifying. None of them has to any major extent. That makes me think it's unlikely that significant diversification will occur now, when it's all they can do to keep the wolf away from the door. And my point about the TI acquisition leading to net capacity growth still holds. Micron gets extremely high productivity out of all of their fabs. If they shut down Twinstar but keep the equipment, you can bet the tools will be running at least as many wafers in Italy as they were in Texas. Katherine