Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 314.52

-0.6%

Dec 11 4:00 PM EST

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To: Proud_Infidel who wrote (4885)	8/13/2002 2:16:51 PM
From: Cary Salsberg	Read Replies (2) of 95572

The industry has moved to fabs built by cooperative groups (2 or more companies) and by foundries (fabless model). INTC still has the financial strength and market size to go it alone. Prices of PC processors are falling dramatically and there is little reason to pay a premium for 3 GHZ. I don't think INTC will go fabless because they are too large, but I think they may offer foundry services to improve their fab utilization efficiency. Wild, off the top of my head prediction: I hope this will not happen, but I think that INTC and TXN will buy XLNX and ALTR, not necessarily respectively. I think the future will be programmable systems on chips (PSOC) with embedded INTC processors, TXN DSPs, and RF capability.

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