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Technology Stocks : Semi Equipment Analysis
SOXX 342.47+1.6%Jan 16 4:00 PM EST
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To: Return to Sender who wrote (1986)2/17/2002 1:16:30 PM
From: robert b furman  Read Replies (3) of 95738
 
Hi RtS,

Interesting that the back end equipment manufacturers seem to be doing better than the front end.

It appears that the .13 micron processes(die shrinks) and the 300mm wafer all result in more chips per wafer - which requires more backend machines to bond,handle and test??

Darn I'm getting scared - that makes sense and the market agrees. AWESOME.

Bob
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