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

To: Katherine Derbyshire who wrote (22973)	8/13/1998 9:28:00 AM
From: Proud_Infidel	Read Replies (1) \| Respond to of 70976

Katherine, With the pushout of 300mm and the consequent hurting of the equipment cos b/c of this move, what is your opinion of a future in which the leading semi help underwrite the R&D? This brings up other issues, such as profits of AMAT possibly moving to INTC. However, if the fortunes of AMAT's products were tied with their customers, IMO we would have seen a pullback in spending sooner. Somehow, again IMO, the gola of getting product to market as quickly as possible must be in the semi interests. After 300mm, we will be looking at R&D expenditures by AMAT for 400mm on an even grander scale. This cannot happen again on this scale, w/o some cos going out of business. Any thoughts? TIA Brian

To: Katherine Derbyshire who wrote (22973)	8/13/1998 11:06:00 AM
From: Gottfried	Read Replies (1) \| Respond to of 70976

Katherine, thank you for the link and the comments on 300mm wafers.GM [eom]

To: Katherine Derbyshire who wrote (22973)	8/13/1998 4:28:00 PM
From: Math Junkie	Read Replies (1) \| Respond to of 70976

Regarding links to commercial sites and suspecting people's motives, after a while some of us learn to evaluate the quality of information on its own merits, a test which your posts consistently pass, IMO.

To: Katherine Derbyshire who wrote (22973)	8/14/1998 7:14:00 AM
From: akidron	Respond to of 70976

I don't doubt that the Co's are relectant to write off the 300mm dev costs.... but reluctance and reality are not one and the same... it really depends how deep this deppression-let goes, which depends on the world economy... which depends on the ability to get a band-aid strong enough to keep some pretty severely wounded economies from expiring. In fact I reckon we'll muddle through, but I'm not sure. And i'm certainly unwilling to bet that AMAT is the horse to ride right now... Actually my putts are working reasonably well right now... and I don't see much support in spite of the best efforts of some rather big cheeses