SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 165.84+1.9%3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Steve Patterson who wrote (5256)5/4/1998 3:26:00 PM
From: Ian@SI   of 10921
 
Steve,

I could believe in most of your theory except:

...the SE Asians will buy whatever they can locally... .

Capital cost of the equipment relative to the value to the product produced is insignificant for the most part. Cost of Ownership / productivity considerations are paramount, not just the original purchase price. I don't believe any chipmaker whether in S.Korea or elsewhere will knowingly make its fab non competitive in order to save a few million on equiping it.

JMHO,
Ian.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News