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

To: Roy F who wrote (21472)	7/10/1998 7:28:00 PM
From: Katherine Derbyshire	Read Replies (1) \| Respond to of 70976

>>Sematech and other proponents of 300-mm manufacturing are hoping that a hastily arranged high-level, closed-door summit meeting held next week during the Semicon West industry trade show in San Francisco will restore the lost harmony over 300-mm investment, and lead to a new consensus for goals and timetables.<< IMO, the only thing that will "restore harmony" on 300 mm is for the chipmakers to start putting up bucks to buy this equipment. Since they aren't buying 200-mm OR 300-mm equipment at the moment, the equipment companies are not in a position to throw good money after bad. All along, this transition has been unique in that R&D has been mostly funded by the equipment companies. But he who pays the piper calls the tune, as the chip companies are now discovering. For what it's worth, the one remaining 300-mm pilot line belongs to Siemens, in a joint venture with Motorola. Katherine