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To: unclewest who wrote (132)	2/2/2000 10:28:00 AM
From: kinkblot	Read Replies (1) \| Respond to of 330

---> controlling production end-to-end Proprietary equipment is certainly an advantage for any company that has unique and superior processing technologies. Companies that use standard processes are probably better off purchasing the equipment from a specialized supplier. For example, most companies just buy MOCVD or MBE equipment from AIXTRON, Emcore, or VG Semicon to do the epitaxial layers for devices. Emcore is close to end-to-end in their LED joint ventures, though I assume they purchase the bulk substrates. They call themselves "the leading vertically integrated materials science company in the field of compound semiconductors," but that hasn't integrated to profits. WT