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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 166.37+4.4%Nov 10 3:59 PM EST
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To: Cary Salsberg who wrote (10551)7/26/2002 12:03:34 PM
From: Ian@SI  Read Replies (2) of 10921
 
Cary,

I doubt that it's an "all or nothing" scenario.

With a leading edge 300mm fab going at $2.5B +, I suspect that most chipmakers outside of the top 10 will move leading edge capacity requirements to foundries.

Within the top 10, we're likely to see some outsourcing during tough times for incremental leading edge capacity. Once the "outsourced" requirement grows sufficiently, it's quite possible that the chip production will be moved back inhouse.

I haven't seen any definitive evidence. I just suspect that more than one chip making strategy will be used for leading edge production by diffenent chip makers.
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