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Technology Stocks : Semi Equipment Analysis

SOXX 295.15

-2.3%

Nov 11 4:00 PM EST

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To: Sam Citron who wrote (4167)	7/20/2002 6:30:52 AM
From: Crossy	Read Replies (2) of 95397

Sam, re: Moore's Law thx for this article on Don Luskin's comment. If I remember him correctly, he became famous years ago when he provided many a gifted analysis on semis, optoelectionics & photonic stocks. Let me add some comment here pls.. Moore's law only pertains in full effect to "digital" semiconductors such as logic and memory. It doesn't affect ASIC so much and it doesn't afffect Analog in any big way since both ASIC & Analog designs do not enable foundries to conduct die shrink operations with ease. If I remember it correctly especially Analog semis would have to be redesigned completely to fit a more advanced process with narrower linewidth. And I think this is one of the reasons why their markets are not "lithography-driven" and not effected by the same magnitude of Moore's Law. And for High Power Semis and especially discretes this observation should also be valid.. that could explain why Analog, ASIC & Power Semis are a pocket of strength within the Semi sector this year.. comments anyone ? CROSSY

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