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Technology Stocks : Azenta
AZTA 35.06-0.1%Dec 5 9:30 AM EST
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To: William Grady who wrote (368)7/11/1998 2:39:00 PM
From: Alan Gallaspy  Read Replies (1) of 1138
 
Call it a chip summit if you want to, its going to be a finger pointing bitch fight. Chip makers have been making it clear for the past 2 or 3 years that they are not going to subsidize R&D for 300 mm tools, so that leaves only the equipment makers or the government or some some consortium like Sematech to do so. With the lack of interest in government subsidies and economic planning, that has left the equip makers holding the bag. I am not surprised that they are not going full steam ahead with 300 mm tools if they do not have any firm commitments for purchasing those tools. Gets to be kind of a vicious cycle with no one wanting to go first.
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