Semiconductor and Semi-Equipment Analysts - Their Calls Message Board

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Technology Stocks : Semiconductor and Semi-Equipment Analysts - Their Calls

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To: FJB who wrote (97)	8/11/2000 1:17:34 AM
From: TI2, TechInvestorToo	Read Replies (1) of 195

Robert said,<I realize you were joking around a bit, but there really is nothing preventing companies from stopping at the fab shell phase, which is only 10% of the cost of a $2B 300mm fab.> And that is exactly what happened in the last semi capex crash a couple of years ago. The shells were built and ready to recieve equipment and then the SEA crisis pulled the plug. It is also the reason why the chip companies ramped so fast and why the capex companies did so well in last year. Those empty shells were/are finally being filled up. TI2

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