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: James Burke who wrote (26314)	11/16/1998 10:29:00 AM
From: Gottfried	Read Replies (1) \| Respond to of 70976

James/all, "survival dinner" = bullish news... techstocks.com excerpt I asked Steve Appleton after the press conference when he will start to order capital equipment again. "We are already adding capacity," he says. "If you look over the last 24 months, before the TI DRAM acquisition, Micron increased the number of die using die shrinks, but did not increase the total wafer output. Others both increased wafer throughput and increased die per wafer through smaller feature sizes." This should be an enviable position, since Micron would be able to buy more advanced systems now, before the next upturn, while others are suffering with too much capacity, unwilling, or unable financially to add newer equipment. G.