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 299.48

-4.8%

Dec 12 4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Gottfried who wrote (6722)	11/5/2002 2:49:31 PM
From: Alastair McIntosh	Read Replies (2) of 95579

Gottfried, I think that the next jump in chip volume will not come from new uses for chips as much as it will come from more users of current applications. I am a bit of a curmudgeon and don't represent the majority view but most of the gee-whiz devices such as cellphones with pictures and fridges that call the grocery store will not see major acceptance. However, when you look at the growing industrial clout of China they are getting close to a critical mass of consumers that will be demanding "stuff". Add India to the picture and you have hundreds of millions of people that will buy products containing chips if they can be produced cheaply enough. How soon this will happen, I sure don't know. FWIW I updated my AMAT projection today with a high and a low scenario for 2004. members.rogers.com

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next