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To: AK2004 who wrote (129565)3/8/2001 6:58:22 PM
From: kash johal  Read Replies (1) | Respond to of 186894
 
Albert,

I don't think you understand semiconductors.

Every device manufacturers parts are slightly different.

And even with identical function parts are only designed in after extensive device qual in a customer specif application.

And then every 12-18 months the manufacture updates the mix of parts to even higher density.

And older parts ramp up in volume very fast.

And they ramp down very fast.

It's a VERY different business than pork bellies, or wheat or gold where there is a ready ongoing large market for a given commodity.

regards,

Kash


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