Duane, << I'm dense. What's TSO >>
I've come across editors and so called individual investors whom
I believe are really MM's. When everything is rah, rah, the red flag
goes up. Life's just not that way. Sorry Katherine, if I misjudged
you. Hey Duane, you're not her Dad by chance? :-) Sounds like me
protecting my psyc daughter! <ggg>
Like you, I believe DUV is around for awhile. DUV improvements should push out ebeam, due to cost restraints. I like CYMI and PLAB,
but I don't count out DPMI. The industry is full of surprises on a
moment's notice. Sector wise, no sweat. .25 is just beginning, and
the fabs are not yet loaded. Those looking 3 years out should be
well rewarded. BTW, the Korea .25 fab is U.S. money. I see production
in Asia with US names. Like Nike, Levi, etc. No sweat if we get the
royalties. IMHO, I see the US as an investment society. Hey, I keep
getting way off track. Best to ya, expect differences in opinion.
Larry |
