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Technology Stocks : Silicon Valley Group
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To: Artslaw who wrote (1627)4/22/1998 10:01:00 PM
From: Ian@SI  Read Replies (1) of 2946
 
Steve,

Intel is the author of the Copy EXACT approach to building fabs.
They are more likely to see introducing unnecessary diversity as being an unnecessary gamble which is probably inconsistent with their corporate culture.

A competitor would have to have a major productivity advantage before INTC is likely to take the process risks involved with a new supplier.
It may happen, but the business is SVGI's to win or lose.

IMHO,

Ian.
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