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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: Crossy who wrote (1832)2/2/2002 7:39:17 PM
From: Cary Salsberg   of 95626
 
US semi companies are moving to a more fabless model with outsourcing. Fabs are highly capital intensive and the recent leaders, South Korea and Taiwan, have artificial government supported capital markets to provide fab capital. China is likely to be the next country to build fabs and they. obviously, will not have free, competitive capital markets.

I would much rather buy the designers of the chips TSM manufactures than TSM, or any fab company.

I hate technology companies that don't pay dividends yet have all their book value tied up in property and equipment.
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