Semi-Equips - Buy when BLOOD is running in the streets! Message Board

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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!

LRCX 148.32

-3.3%

Nov 14 9:30 AM EST

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To: Jacob Snyder who wrote (6099)	6/30/1998 11:02:00 AM
From: Michael Dunn	Read Replies (2) of 10921

Personally I've been impressed by Rockwell Semiconductor Systems (RSS). Their main product is modem chips but I believe they are branching out a bit (or being forced to branch out). They have a 200mm line and are transitioning to .25 micron design rules. They can turn a wafer lot through from start to delivery in a relatively short period of time with very good yield. Mike -Through a govn't contract I manage with another Rockwell section I indirectly get some specialty components fabbed at RSS. The turn around time is fast, the yield is high, and the cost per device is extremely low.

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