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

To: Gottfried who wrote (23820)	9/5/1998 1:57:00 PM
From: Big Bucks	Read Replies (1) \| Respond to of 70976

GM, We are just starting to see the tip of the iceberg, once more fabs shut down there will be a significant amount of used equipment on the market. Smaller niche fabs tend to buy the older equipment at significant discounts to new equipment. As some of the state-of-the-art fabs close down their equipment will be available and will compete against equip-mfgs' sales. Used equipment can sometimes be gotten at $0.20 to the dollar. IMHO, this "used" equipment could potentially represent 15-20% of an equip-mfg's annual sales, but it probably will removed from the market within 6 months of being available if it is of recent vintage. Just my opinion, BB