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Technology Stocks : Semi Equipment Analysis
SOXX 309.40+1.0%Dec 5 4:00 PM EST

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To: Cary Salsberg who wrote (6556)10/30/2002 9:25:35 PM
From: Kirk ©  Read Replies (1) of 95531
 
"As chips become more powerful and more expensive to fabricate, one may conjecture that all chips will eventually be PLDs. "

Agree. Only Bill Gates can afford a new mask set these days!

Have you seen the news from China on Qualcom/CDMA? IP may be worthless outside the US which would sink XLNX and ALTR multiples... We should watch Qualcom to see what happens.

Kirk
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