Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Big Bucks who wrote (23251)	8/24/1998 10:31:00 PM
From: marc henschke	Read Replies (1) \| Respond to of 70976

BB: I appreciate your argument. However, my point was not that .25 micron equipment would soon need to be replaced. Rather, I seem to remember James Morgan stating in a conference call two or three quarters back that only about 22% of the equipment owned by AMAT's customers was at the .25 micron level or below. Accordingly, I was wondering whether a good many customers still needed to make the conversion to .25 micron equipment in the first instance. Moreover, as evidenced by Intel, there may already be an existing market for .18 micron technology and below. Does this raise the possibility that semi-equips could experience solidly profitable years even prior to the 300mm roll-out?