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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: Proud_Infidel who wrote (2545)	8/19/2002 2:48:33 PM
From: Cary Salsberg	Respond to of 25522

RE: "Unlike MPU companies with large production runs of selected devices, broad portfolio logic vendors such as Infineon face greater 90nm challenges in making limited volumes of a wide variety of devices." Another class of companies that has "large production runs of selected devices" is programmable logic. The progression along the Moore's Law roadmap favors them over ASICs vendor because of production challenges described in the article and because ever increasing numbers of transistors mitigate the importance of the inefficiency of the PLDs' general solution.