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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 151.94+1.1%3:59 PM EST

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To: Clarksterh who wrote (5294)5/5/1998 9:52:00 PM
From: Ian@SI  Read Replies (2) of 10921
 
Interesting article on 300mm Lithography progress, status and plans at:

pubs.cmpnet.com

One tidbit from the article:

The volume ramp-up of 300-mm fab lines will occur between 2002 and 2004, Dataquest predicted. In 2002, spending for 300-mm systems will account for about 35% of the projected $42.8 billion semiconductor equipment market, Rinnen said.

...and in case anyone is feeling too optimistic after all the upgrades today, read the following chip equipment outlook...

pubs.cmpnet.com
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