Semi Equipment-Sell when they're singing in the streets Message Board

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Technology Stocks : Semi Equipment-Sell when they're singing in the streets

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To: Dr. Mitchell R. White who wrote (71)	4/30/2000 12:29:00 PM
From: Pink Minion	of 276

I don't think anyone can argue that DEMAND will continue to increase. It all comes down to supply. Also, the rate of change in demand is arguably consistent. The increase in supply from die shrinks seems to be constant and predictable. Line widths from .50 to .35 to .25 to .18 increases production by being able to put more chips on a single wafer. This production increase seems more predictable than going from 150mm wafers to 200mm. That's why I'm trying to figure out if past peaks coincided with the ramp up of new wafer sizes. Did 150mm wafer fabs peak in the late 80's boom? Thanks for your input, Doc. MH

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