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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Sunny who wrote (6042)9/6/1999 6:15:00 PM
From: Uncle Frank  Respond to of 54805
 
>> what do you think about it in terms of the GG.

Tough question, Sunny. I don't know enough to qualify cymi yet. They have a huge share of a specific approach towards manufacturing high density ICs. But I don't know enough about the competing technologies, and the rates of adoption of each of the approaches. That's why I feel that insight into intc's method of producing .18 and lower line widths would be a key indicator.

uf


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