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Technology Stocks : WDC/Sandisk Corporation
WDC 172.26-2.2%3:59 PM EST
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To: etchmeister who wrote (26799)10/14/2004 2:19:53 PM
From: Pam  Read Replies (1) of 60323
 
Hi Etchmeister,

Looking at the chart you provided, could it be possible that semiconductor companies have been able to convert their existing production lines to finer geometries (180nm to 160nm to 130nm to 110nm to 90nm to 70nm) at a relatively lower cost (vs. in the past) and hence been able to make higher semiconductor sales w/o proportionately increasing equipment costs to manufacture more wafers (most expensive to build a new wafer plant)?

-Pam
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