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Technology Stocks : General Lithography

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To: Andrew Vance who wrote (760)2/6/1998 2:04:00 AM
From: TI2, TechInvestorToo   of 1305
 
<The above is really the big rub. Non Memory devices used to be 1-2 process generations behind Memory and CPU device technology. As the life cycles of design rules (critical feature sizes) get more and more compressed, it seems that we are about to reach parity in the industry.>

I believe this is occuring for mainstream now. IMHO this parity occurred with the technical performance leaders a few years ago. I also believe that small linewidths (but relaxed specs) is a great way to reduce costs of older chip designs by the reduced cost, die shrink routes (ie 16 MB DRAM @ 250 nm ground rules===lotsa teeny tiny die/wafer, then the market dropped!) for the cost leaders.
Thanks again for great posts.
TI2
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