Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 306.14

+0.4%

Dec 24 4:00 PM EST

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To: Cary Salsberg who wrote (9747)	5/9/2003 8:40:10 PM
From: Big Bucks	Read Replies (1) of 95632

Cary, I'm serious.... give me some compelling reason for consumers to benefit below 0.13u that will drive consumer products that cannot be attained with current technology. I was part of the device shrinks from 2u down to 0.18u during my involvement in the industry. Now the cost of technology to support device shrinks has gotten cost prohibitive and the return on the investment takes years to recoup before a fab can depreciate the equipment and break even on the equipment purchase. It is my assertion that current technology will meet 95% of the applications going forward for 4-5 years, so there is no need to rush into bleeding edge equipment purchases at this time. Just think how much improved equipment will be in 4-5 years. I do concede that 300mm fabs will have a strategic cost effective edge over 6" and 8" fabs, but the products will continue to be >0.13u for a long time to come, IMO.... BB

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