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Technology Stocks : Applied Materials No-Politics Thread (AMAT)
AMAT 328.51+1.9%3:59 PM EST
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To: Big Bucks who wrote (8850)2/10/2004 9:12:14 PM
From: TI2, TechInvestorToo  Read Replies (1) of 25522
 
<Equipment companies will not spend the exhorbitant R&D expense required, the ROI wouldn't justify the cost. BB >
Sure they will. There just won't be as many suppliers or buyers as the great semiconductor consolidation continues. Wasn't too long ago that 300 mm was too expensive and 200mm (although we called it 8in then) and 150 and 125 (remember 5"?)100 mm ........ At 100 mm wafers the US had multiple companies in DRAMS and they often each had multiple competing divisions..now we have Micron and some alliances in the US after that consolidation wave
ti2
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