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

To: Katherine Derbyshire who wrote (22055)	7/22/1998 1:13:00 PM
From: Teri Skogerboe	Respond to of 70976

exchange2000.com Cross-post from the Intel thread re: 300mm, excess capacity, et al. Excerpt: Yeah, right - all things being equal, converting to 300 mm wafers form 200 mm wafers will take the current excess capacity and INCREASE IT by a factor of 2.25 * (Number 300 mm wafers/200 mm wafers replaced)! The DRAM manufacturers are cutting Back production - and some are leaving the business - TI, Fujitsu. You don't hand a glass of water to a drowning man! Realistically, 300 mm wafer conversions are probably not going to even BEGIN until 2001/2002 time frame - at the earliest.