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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?


To: Joss who wrote (60012)5/20/1999 5:11:00 PM
From: Knighty Tin  Read Replies (4) | Respond to of 132070
 
Steve, I think the orders continue because the red ink in DRAM has not sunk in yet. Also, the well heeled chip cos are upgrading fabs no matter what. If you are going to lose money, you may as well lose less. Or so they figure. But, I suspect the biggest reason for AMAT's increased orders is the fab AMAT co-owns. They have been one of the largest, if not the largest, AMAT customer for awhile.