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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: Kirk © who wrote (8885)2/13/2004 10:32:52 AM
From: Big Bucks  Read Replies (1) of 25522
 
Kirk, I disagree with your premise that more companies will
want to have their own fabs....it isn't cost effective.
Building, managing, and supporting a fab is a very
expensive proposition and requires very deep pockets.
Specialty chip manufacturers cannot afford the expense,
especially due to the cyclical and competitive nature of
chip development. Only very large companies with other
revenue streams and multiple product lines can support owning a fab. Not many companies have enough income
growth to support multi-$B fab costs. BB
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