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

To: Sam Citron who wrote (62845)4/12/2002 3:29:19 PM
From: Gottfried  Read Replies (3) | Respond to of 70976
 
Sam and other regulars, this thread was started for posting trades only. Lately there are many posts - without even an OT - discussing investing methods. Since there have been no compaints about that, I'm powerless to ban anyone <vbG>. But at least use the OT - or 've haff vays'.

Gottfried



To: Sam Citron who wrote (62845)4/12/2002 3:45:38 PM
From: willcousa  Respond to of 70976
 
If no supplier singly can afford a fab then a partnership is better than amat getting no sale at all. The margins may have to be adjusted tho.



To: Sam Citron who wrote (62845)4/12/2002 7:39:10 PM
From: Cary Salsberg  Read Replies (2) | Respond to of 70976
 
Cooperation might lower quantities of tools shipped and the prices of these tools, but it also might significantly decrease the cyclicality of the industry. The companies would be more profitable but the stockholders would be boring LTB&Hs.

Reductio Ad Absurdum would require a consideration of the situation where all semi manufacturers share one large fab. I suspect that there would only be two or three vendors of each tool.


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