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Technology Stocks : JDS Uniphase (JDSU)
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To: Jacob Snyder who wrote (21035)7/31/2001 7:14:27 PM
From: minorejoy2000  Read Replies (1) of 24042
 
Jacob, my question to you only regards your last question in your post. Would you prefer EMC or any other chipmaker in this current phase of an unusual downturn over a something like KLAC? In a time of accelerated change in chip technology, coinciding with an cyclical low and an economic downturn, would companies (maybe) rather invest in testing equipment than committing to specific chip purchases, since they might represent a bigger risk as becoming outmoded in inventory before very accelerated advances come on line?
If you find the time, I would be very interested in your answer, and thanks in advance.
Regards,
Mino
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