Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 316.33

+1.3%

Dec 10 4:00 PM EST

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To: Cary Salsberg who wrote (5686)	9/28/2002 1:16:40 PM
From: kdavy	Read Replies (1) of 95546

edit: Semi's: The two companies that design solutions for interface with the real world i.e. analog solutions (mxim, lltc) do not use latest technology. Their growth will depend on the premise that each year the number of chips used in electronic products (includes everything computers to radios to cars) keeps growing. Mind you, it is not the number of chips manufactured I am talking about. Their strength is their design team. I see a continuing growth in these companies. Programable logic companies: I will tend to agree with your premise (xlnx, altr) But my biggest concern will be the equipment companies. I there is a major change in the technology, that will open doors to a host of new companies to enter the field. I will have to worry about impact on current leaders. kdavy

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