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Technology Stocks : Semi Equipment Analysis
SOXX 309.40+1.0%Dec 5 4:00 PM EST
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To: Cary Salsberg who wrote (6331)10/20/2002 6:34:10 PM
From: Mark Adams  Read Replies (1) of 95530
 
The jury is out because process technology is no longer a single company challenge but an industry challenge.

Do you see this as holding true for specialized areas, ie SiGE, GaAs and perhaps mixed signal? Or does it hold true for a more limited set of the marketspace focused on large scale or high volume (ala uP, DRAM)?

TIA
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