Semi Equipment Analysis Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Semi Equipment Analysis

SOXX 314.52

-0.6%

Dec 11 4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Kirk © who wrote (4882)	8/13/2002 1:14:43 PM
From: Cary Salsberg	Read Replies (1) of 95572

RE: "I think that whenever we do get another upturn..." Good News! We are in "another upturn"!<g> This is a slower, post "bubble", technology, not capacity, driven upturn. It seems tailor made for the fabless model. The boom, bust character of the semi industry was promoted by each semi company adding fabs. Now a few foundry companies are planning to meet the capacity requirements of many fabless companies. The new capacity supports the latest innovations across the whole industry. It is likely that a wider variety of chips actually refines the process technology more.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next