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 159.74

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Dec 3 3:59 PM EST

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To: Grand Poobah who wrote (7069)	10/5/1998 3:23:00 PM
From: Ian@SI	Read Replies (2) of 10921

G.P., From interactive.wsj.com ... About half of the world's 150 chip plants are older operations like Greenock's. They generally use equipment recycled from U.S. factories after the technical frontier moves on. Export records show National Semiconductor shipped chip-making equipment to the Greenock plant from the U.S. in 1979, 1982 and 1984. National Semiconductor says the used equipment is safe. ... This implies that there are about 75 modern fabs worldwide. I would have expected that one would find more than that by adding up fabs belonging to IBM, MOT, INTC, TXN, MU, Siemens, Samsung, Taiwan Semi, NEC. At the beginning of the year there were plans to build almost 150 new fabs during the next decade. I estimate that there's still plans to add somewhere between 100 and 125 fabs. These numbers don't seem credible (either the total existing fabs which seems too small or the planned fabs which seem too large). Do you have a better estimate? Thanks, Ian

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