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


To: Cary Salsberg who wrote (3313)5/26/2002 3:08:26 PM
From: Crossy  Respond to of 95622
 
Cary,
narowly it's INTC, AMD, Transmeta and Via but Intel has more coverage than just CPUs. In other markets there are more players (comm chips, flash, chipsets). Especially for big firms strategy is usually hard to pin down because the firm is actually a portfolio of activities related to different strategic business units

rgrds
CROSSY