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Technology Stocks : Stock Swap
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To: Andrew Vance who wrote (14865)7/17/1998 4:03:00 PM
From: Proud_Infidel  Read Replies (1) of 17305
 
Andrew,

As usual, thank you for the comprehensive answer. One more question though. As an equipment holder who has been eviscerated by this downturn, I am somewhat pi**ed off at the thought of a pushout of 300mm, after AMAT alone has already spent a billion dollars to bring their tools to fruition. In the future, to circumvent these types of problems wouldn't it make sense for the chipmakers and the equipment suppliers to somehow pool their R&D to develop these tools? Some type of collective R&D on new generations of products IMO be engaged between the chipmakers and the equipment suppliers, whereby the interests of both would be to create a viable next-generation tool. Because INTC and the other chipmakers would also have $$ at stake, they most likely would not help develop a tool that never comes to market. There is the possibility now that the equipment suppleris may have to eat all of the R&D $$ they have put into their programs. TIA

Brian

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