Exactly, Wiz... The final demand is making things look good for a lot of companies (which we MUST find!).. despite the fact that there is price erosion for some of the "front-line guys.. Did you agree with the statement that 'While 1997 has been an extremely healthy year for semiconductor demand as measured in terms of IC units, there has been some significant price erosion,'' noted Ron Leckie, CEO, INFRASTRUCTURE. ''However, this is the exact mechanism that
has fueled the elastic semiconductor market for decades.'' He added, ''The Test, Assembly and Packaging sectors are extremely sensitive to unit demand and these sectors continue to perform well.''.
That is, do you see an advantage to going after those support and test, etc companies who get their revenues from actual unit production, rather than from some product/price factor? With a bit of refinement, perhaps we can target sub-sectors within broader semi cycles.. a challenge that you would be particularly well suited to..No? TSo |
