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To: Clarksterh who wrote (6360)7/23/1998 9:37:00 PM
From: Q.  Read Replies (2) | Respond to of 10921
 
re. IBM and copper, Lehman's analyst says IBM is now producing 100's of logic wafers per day at sub 0.25 micron, with copper for some chip layers.
lehman.com

Can somebody give a perspective on how significant this level of production is?

BTW, this analyst has lots of reports on various semi co.'s in the last few days:
lehman.com

His semicon report on AMAT has lots of info AMAT gave him on DRAM overcapacity, comparison to 1996, and more.
lehman.com



To: Clarksterh who wrote (6360)7/24/1998 12:58:00 AM
From: FJB  Respond to of 10921
 
RE:copper

Here's an excellent article on the subject.
eet.com

Bob