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Politics : Ask Michael Burke
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To: Jim O'Brien who wrote (97)7/26/1996 3:25:00 PM
From: Knighty Tin   of 132070
 
Jim, My experience has been that when the tide goes out, you have a tough time finding a boat rising in the water. But the theory, best espoused by Dave Dhillon, is that the little companies have niches that chip cos. cannot ignore if they are to stay current with the technology. The Amats and Nvls of the world kind of cover the waterfront and they do better when there are a lot of orders across their product line. However, even without more demand for chips or chip mfg. capacity, the chipmakers have to stay current with sub micron technology and technology that lowers their cost of production. This is what the products sold by PMAT and Opal do. I think that is very logical, but has not worked in past cycles. How the heck did you find us, anyway? We don't really sell coffee here. -G- Welcome aboard. MB
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