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Technology Stocks : Semi Equipment Analysis
SOXX 313.69+4.2%Jan 2 4:00 PM EST
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To: Cary Salsberg who wrote (11033)8/18/2003 12:50:18 PM
From: Kirk ©  Read Replies (1) of 95663
 
Don't forget Maxim and LLTC have a stable of exceptional analog design engineers. These take 10 years or so to train well so having a stable of them already when the market bottoms is a competative advantage to deliver product quickly hence an ability to protect margins.

I think their biggest threat is competition from China where the Chinese will steal $40K to $100K per license CAD software and pay their engineers far less in salaries. They could save $200K a year in design costs when you discount management contribution. They will also have an advantage of speaking Chinese to talk to many of the engineers that might be buying future chips for design. The US has the advantage for now as the product definition is still in the US where the equipment finds end use but this could turn. Of course, I'd expect the good companies to adjust by opening design centers in China and having the US staff train their replacements.
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