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Applied Materials No-Politics Thread (AMAT)
An SI Board Since November 2000
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25522 235 0 AMAT
Emcee:  Math Junkie Type:  Unmoderated
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24872<i>How many layers at 22nm? What the benefit if you can integrate 2 chips etchmeister-1/20/2011
24871I am not wasting time - you figure it out yourself reuters.cometchmeister-1/20/2011
24870Next SEMI Book-to-Bill: January 20, 2011, at 3:00 p.m. PSTGottfried-1/19/2011
24869RE: " The only reason for smaller geometries is to integrate more functionaCary Salsberg-1/19/2011
24868Hi cluka, Somebody must of let something out of the bag,as that is a direct conrobert b furman-1/19/2011
24867<i>The company is also keen to distance itself from the claims that it wilcluka-1/19/2011
24866Hi cluka, Intel is no doubt making them now. Acer has plans for two tablets torobert b furman-1/19/2011
24865Cary, Intel itself said that for mobile processors (small die) they don't ncluka-1/19/2011
24864RE: "There is little doubt that if everyone sticks to current spending targCary Salsberg-1/19/2011
24863Intel will not have a chip for mobile devices until second part of 2011, that iscluka-1/19/2011
24862Hi cluka, I need to listen to CC as I have not done that yet. My belief is Introbert b furman-1/19/2011
24861If you listen to INTC CC you will understand they are not lacking capacity. Theycluka-1/18/2011
24860Bob, I kind of expected some negative analyst comments just when this group'Gottfried-1/18/2011
24859Hi G, Don't believe everything you read. Cycle peak is a myth. Intel'robert b furman-1/18/2011
24858good timing ><i>Despite a sudden rise in capital spending, the IC equipGottfried-1/18/2011
24857Is fab tool business model broken? eetimes.com Mark LaPedus 1/18/2011 12:19 PMFJB11/18/2011
24856 some good stuff from the fault -= this is original youtube.cometchmeister-1/17/2011
24855<i>Blindsided ?</i> Really? - Morris Chang speaks - you better payetchmeister-1/14/2011
24854Stacy Smith The 2011 capital spending of $9 billion is the dollars are really betchmeister-1/14/2011
24853after hours it looked like AMAT outperformed - not INTC. AMAT up 4.63%, INTC up Gottfried-1/13/2011
24852<i>You'll forgive us if we don't overstate the importance of this etchmeister-1/13/2011
24851Instead, the retailization of markets such as Xpert will likely only come when tetchmeister-1/13/2011
24850Almost all the money will go to equipment according to INTC. They are basically cluka-1/13/2011
24849it is capital spending, not capx... still good news but some of the money will gKirk ©-1/13/2011
24848Intel expects to spend $9B on capex in 2011 Wedbush analyst Patrick Wang also pProud_Infidel-1/13/2011
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