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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Jacob Snyder who wrote (59636)	1/29/2002 11:37:58 PM
From: Cary Salsberg	Respond to of 70976

The investor has a greater chance if he invests in fundamental technology, not particular applications. I have chosen chip fabrication, analog and mixed signal, and programmable logic. These are key technologies with high barriers to entry and dominant companies. I don't need to list the companies, again. I have been looking for other technologies and companies because I am a strong believer in the importance of technology in our economic future, but I have not found companies to add to my list. I have looked at galium arsenide, silicon carbide, silicon nitride, and fiber optics, but I don't see any dominant companies with a good track record. Fab automation (BRKS/PRIA, ASYT), chip testers (TER), chip packaging (KLIC), test handlers (COHU), mask makers (DPMI), and DUV lasers (CYMI) have dominant companies, but I already like my representation in fab technology.