z, thanks for the feedback. will appreciate your analysis on nvls. a couple points, though:
1. copper - heavily bet on by nvls - is being delayed by intel.
2. the semi industry's sales are down 50% while nvls stock price is up 175% since early 1996. granted, the world is slightly different, but these are MASSIVE disparities.
3. when the pc inventory crunch hits - EVERYTHING is going down, imho.
sell offs are no more rational than panic buying, imho. btw, i never said nvls wasn't a well managed company. i only say that it is currently way overvalued.
also...
semibiznews.com
"In going from 0.25 to 0.18, over 90% of the tools for those two technologies
essentially are the same," stated
Peter Rickert, TI's platform development manager who is based in Dallas. "We have
gotten to the point where we
are asking the production fab to 'approve' any changes. We have an authorized
equipment list that is agreed upon
by the development team and the production facility," he explained. "This type of
practice is becoming pretty
common," he added, "especially when you consider the cost of this equipment." |
