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

To: Proud_Infidel who wrote (27909)	1/29/1999 12:16:00 PM
From: Ian@SI	Read Replies (3) \| Respond to of 70976

Brian, On these threads, there've been some rumours that 300 mm is being pulled in. I've not seen that confirmed anywhere by any trusted source of information. However, IF 300mm happens by 2000 or 2001, I would expect the Equipment prices to move up very substantially from today's level without any consolidation of note. If it keeps getting deferred by a year or 2, then at some point the outlook for the fundamentals will not justify the rising prices. JMHO, Ian. p.s. If you can figure out what my opinion is, please let me know. ;-)