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Technology Stocks : Semi Equipment Analysis

SOXX 306.28

-1.0%

Dec 4 4:00 PM EST

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To: Mark Adams who wrote (6333)	10/20/2002 11:14:02 PM
From: Cary Salsberg	Read Replies (1) of 95525

RE: "Do you see this as holding true for specialized areas...and...does it hold true for a more limited set of the marketspace focused on large scale or high volume..." It is significant for all ICs that depend on the leading edge of the Moore's Law roadmap. uP, DRAM, ASICS, PLDs are the most obvious. Mixed signal does not. I don't know SiGE and GaAs process technology.

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