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Strategies & Market Trends : Zeev's Turnips - No Politics
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To: Zeev Hed who wrote (5754)11/14/2001 8:29:16 PM
From: LTK007  Read Replies (1) of 99280
 
Zeev,Morgan is sure saying the market is out there but in the main it just refuses to buy.<<``What they're trying to do is delay as long as possible this major technology transformation because of its cost and the fact that they don't have much profitability in their old product lines,'' Morgan said in an interview. ``My concern is that there really is going to be a shortage of capacity at 0.13 (micron) and below.''

Only 4 percent of global chipmaking capacity is currently capable of producing chips manufactured using 0.13 micron technology, Morgan said.>>
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