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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?


To: yard_man who wrote (37467)11/25/1998 10:45:00 AM
From: Knighty Tin  Respond to of 132070
 
Tip, Great piece of new news after Jim Morgan of AMAT said 300 mm was going nowhere just 2 days ago. Of course, what the heck does AMAT know about the equipment business.

I love the dramatic turnaround in chip sales and how it seems to occur every Xmas season. However, I think he is right that the cos. are adding capacity rapidly. But they are not buying more equipment. They are flipping on the switches in shut down fabs.

MB