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

To: David Rosenthal who wrote (27514)1/4/1999 5:54:00 PM
From: Ian@SI  Respond to of 70976
 
Dave,

Yes, AMAT would benefit from capacity buys and from larger wafer processing equipment buys as well.

If the current fab equipment can't generate sufficient yields at the feature size being used for the 256Mb chips, then that would also generate more revenue for AMAT.

I suspect that this move will benefit CYMI, ASMLF and SVGI more than AMAT however.

FWIW,
Ian.



To: David Rosenthal who wrote (27514)1/4/1999 7:36:00 PM
From: Proud_Infidel  Respond to of 70976
 
"More IT managers rank PCs as the leading technology or product on their companies' project lists for 1999, if not their most strategic investment. Of 300 IT managers responding to a recent InformationWeek Research survey, 92% planned PC implementations, beating out Web development tools, network security, and year 2000 conversion"

techweb.com


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