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To: Carl R. who wrote (44734)4/1/1999 8:16:00 AM
From: Fabeyes  Read Replies (1) | Respond to of 53903
 
A lot of DRAM companies have formed alliances to produce reticles for their needs; the Dupont operation in Texas is a good example. It is a partnership with MU, AMD and others. Several other DRAM manufactures are doing on site reticle generation. With the complexity of designs it is often difficult to transmit, via FTP, without several errors. Thus increasing expense and time to first wafer.

Mu has in house, as does Samsung, an extensive "mask" department, which can make many repairs that in the past would have to be, sent back, and regenerated. Also with the DUV and newer I-line steppers the masks are lasting longer too.



To: Carl R. who wrote (44734)4/1/1999 9:44:00 AM
From: Steve Robinett  Respond to of 53903
 
Carl,
After hearing the results of AMAT's bullish conference call, I tend to agree with you that ETEC's problems are short-term and say little about MU's capex plans or prospects.
Best,
--Steve