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Politics : Ask Michael Burke
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To: Knighty Tin who wrote (112)8/1/1996 3:02:00 AM
From: Cary Salsberg   of 132070
 
Michael,

RE: "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."

This theory might be "logical", but it is probably untrue. In any
case, AMAT and NVLS adherents would have no complaints if you presented examples where small companies provide technology that
the larger companies don't have.

My "theory" is that large companies got that way by providing the
best critical technology and they have the large R&D budgets to
maintain their edge.

Cary
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