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Strategies & Market Trends : Anthony @ Equity Investigations, Dear Anthony, -- Ignore unavailable to you. Want to Upgrade?


To: Pink Minion who wrote (69966)4/14/2001 2:26:07 AM
From: ZenWarrior  Respond to of 122087
 
Hello, who the hell do think the customers of KLAC, LRCX, LTXX are?

Dude... semi companies are now just *starting* to be built in China. Any semi company who wants to survive in their commodity memory market *must* keep up w/ emerging technology such as 300mm wafers. Lastly, not all chips are "memory" chips... not at all in fact.

- Zen