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Technology Stocks : Semi Equipment Analysis
SOXX 352.69+1.8%Feb 2 4:00 PM EST
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To: Return to Sender who wrote (680)6/12/2001 11:30:10 AM
From: Cary Salsberg  Read Replies (3) of 95834
 
RE: "What matters is whether or not they use fabrication equipment supplied by chip equipment companies?"

They do NOT use fabrication equipment supplied by chip equipment companies because they do NOT fabricate chips.

RE: "If you are certain that supply all their own fabrication equipment..."

If "fabrication equipment" is defined as the tools sold by front and back end semi-equip companies, EMS companies do NOT supply their own because they do NOT use any.

I am aware that my tone is sometimes strident. I try to read much more than I post and I find much I disagree with. I tend to pounce on statements I can label "patently." I did not mean it as a personal attack and I hoped you would avail yourself of the "temporary careless oversight" opportunity.
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