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Technology Stocks : Varian Semiconductor Equipment Associates -- VSEA
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To: Proud_Infidel who wrote (578)3/17/2000 11:55:00 AM
From: Duker  Read Replies (2) of 1929
 
BK,

I believe the vote is tom but am not certain but China overtaking one of the largest user of semi-equipment is surely a worry for anyone invested in this group.

... Do you think a Chinese takeover/reclamation/invasion would dampen the spirits of TSMC and UMC ... on the cusp of .15M Cu and 300mm ???

Nothing can stand in the way of Moore's Law! Not even Marshall Law!

<g>

--Duker
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