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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Return to Sender who wrote (3097)	5/9/2002 7:12:23 PM
From: Cary Salsberg	Read Replies (1) \| Respond to of 95480

RE: "If you want to put your chips on chips, the place to look now is programmable logic devices and semiconductor-equipment companies." And selected linear and mixed signal companies. If you don't read the whole article carefully, you don't get to the part where he says that Actel and QuickLogic are NOT recommendations.

To: Return to Sender who wrote (3097)	5/17/2002 8:47:26 PM
From: Crossy	Read Replies (2) \| Respond to of 95480

RtS & Don - here I found the hint that AMKR (Amkor) is moving to owning its own fab ... Taken from Simtek's website (SRAM.OB) - simtek.com During 2001 Simtek engaged with Amkor Technologies to install our unique nonvolatile process technology into Amkor's 0.25 micron CMOS manufacturing line. This joint development program will support advanced Simtek products including a 1 million bit nonvolatile static ram and embedded nonvolatile memory for complex Systems on a Chip (SOC) applications. These products will offer the fastest high density nonvolatile memory device known to be commercially available at this time. Anticipating even greater product development and sales activities in 2002, Simtek added David Still as its Vice President of Engineering and Don Carrigan as its Vice President of Sales and Marketing, rounding out its senior management staff with highly qualified and experienced industry professionals. best rgrds CROSSY