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Technology Stocks : Semi Equipment Analysis

SOXX 303.84

+1.3%

Dec 22 4:00 PM EST

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To: The Ox who wrote (3445)	6/6/2002 10:19:35 PM
From: robert b furman	Read Replies (1) of 95626

Typical squeeze your competitor (AMD) and gain back market share. What they don't say is with 300 mm wafers you must have big volume.There really are just a hand full of companies that have the volume usage of their chips to justify 300mm. A very unwritten feature of 300mm wafers is you have to be able to sell them and not build inventory. Sources vary but 300 mm wafers yield 225 % more chips.Not all manufacturers can absorb that yield improvement. If Intel drops prices they may get volume (market share) that enables the yield increase. If they gain market share - they could well pick up the margins with the volume benefit. It is a high class gamble and AMD is about to go thru Boardwalk and Parkway with Hotels on them. Predatory pricing for longterm marketshare with a shortterm hit on margins - that recover with volume. Very aggressive ?? Bob

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