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To: Zeev Hed who wrote (1327)3/4/2000 4:11:00 PM
From: Jerry Olson  Read Replies (2) | Respond to of 2039
 
Zeev

what about the ramp up in .18 microns and 300 wafer???

it's only just begun???

you may be right..but i see nothing on the horizon that foretells of any slow down World Wide..not this year...

and what about the Global Expansion of the internet, wireless phones, etc etc ...

the specialty chip makers are booming...can;t make the chips fast enough...demand will far exceed production...

Zev..i do not see this...not slowing this year..but we'll evaluate later to see what transpires...

even tho AG is trying desperately to slow the economy..it will not stop Cap Ex spending..competion reigns supreame...

regards OJ...



To: Zeev Hed who wrote (1327)3/5/2000 5:32:00 AM
From: Alan Hume  Respond to of 2039
 
Hi Zeev,

the semi companies and apps you list are all computer orientated. The semicon companies that are really driving the sox up are internet and communication oriented.

Alan