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

To: Katherine Derbyshire who wrote (26528)	11/19/1998 1:46:00 PM
From: Math Junkie	Respond to of 70976

Katherine, thanks for posting Robert Castellano's thoughts. While he is correct that 300mm tools will reduce the number of tools needed to meet a given level of demand, this is to some extent not a new phenomenon, because that can be said about just about every new product the equipment industry introduces. So I think your way of looking at it is more valid. The transition to new equipment will not be made until the level of business demands it. A more important question in my mind is the extent to which the demand for bits keeps up with the advances in productivity. New killer apps have been discussed as potential technology drivers, but I think the existence of sub-$1000 PC's may eventually be a demand-driver, as well. At some point, it seems to me, computers would have to get cheap enough for the billions of Chinese, et al., to start buying in significant numbers. Where that point is, nobody knows.