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


To: Sonki who wrote (27190)12/15/1998 8:47:00 PM
From: Duker  Respond to of 70976
 
I am the third party posting notes that I got from someone at the meeting ... obviously, 300mm is not permanently dead ... just, dead-ish (for now) ... and clearly AMAT has an ax to grind on this one in terms of who ultimately finances the drive to 300mm ... equips or semis ... as an aside, CFMT said in their call this evening that they see another 1 to 3 300mm pilot lines up by the end of 1999 ... for what it is worth.

--Duker