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

To: Tony Viola who wrote (30146)5/13/1999 6:29:00 PM
From: gugie  Read Replies (1) | Respond to of 70976
 
Tony <<...elaborate on Intel's momentum...>> No NDA info needed. Just that "chipzilla" (the only decent thing I've read from UK rag) is still investing strongly. Question: when was the last time Intel had too much capacity? Seems like they've been betting on the future better than anyone else, so when they're gearing up, they don't seem to be betting on a flat near term future...



To: Tony Viola who wrote (30146)5/13/1999 6:35:00 PM
From: gugie  Read Replies (1) | Respond to of 70976
 
If Intel is "chipzilla", what can we call AMAT? In the early days, semiconductor wafer process chambers were called "reactors". Indeed, hot parts coming out of AMAT spares facilities for rush delivery to this day still get a bright orange "down reactor" sticker on them.

Reactorzilla? Sounds like a disease. Any gonzo wordsmiths out there?


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