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

To: Duker who wrote (30561)	5/24/1999 10:59:00 PM
From: Katherine Derbyshire	Read Replies (1) \| Respond to of 70976

Regarding the TSMC 300mm fab, the announcement is true. A lot can happen between now and the groundbreaking (next spring) or the planned opening (2002), but that's true of any fab. Certainly capacity builds are a very good thing for equipment companies, even though it will be several years before this one translates into actual dollars. I wouldn't say that 300 mm is better for the industry overall than 200 mm capacity, but it may change the mix of companies a bit. Katherine