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

To: Cary Salsberg who wrote (5686)	9/28/2002 1:16:40 PM
From: kdavy	Read Replies (1) \| Respond to of 95567

edit: Semi's: The two companies that design solutions for interface with the real world i.e. analog solutions (mxim, lltc) do not use latest technology. Their growth will depend on the premise that each year the number of chips used in electronic products (includes everything computers to radios to cars) keeps growing. Mind you, it is not the number of chips manufactured I am talking about. Their strength is their design team. I see a continuing growth in these companies. Programable logic companies: I will tend to agree with your premise (xlnx, altr) But my biggest concern will be the equipment companies. I there is a major change in the technology, that will open doors to a host of new companies to enter the field. I will have to worry about impact on current leaders. kdavy

To: Cary Salsberg who wrote (5686)	9/28/2002 1:31:35 PM
From: Kirk ©	Read Replies (1) \| Respond to of 95567

FTT : I am working with an hypothesis lurking in the back of my mind. That hypothesis is that programmable logic is the single area in technology that will most benefit from advances in ICs whether by traditional fabrication or new methods such as nanotubes. For the analog companies, I keep thinking a company like Cadence will be vital. I used to design analog chips (for fiber optics) and we would often combine our protos with that of others to save on mast costs. We would also design our own "standard cells" to save on design time. We were heavy Cadence users. I believe ALTR and XLNX use their own software but they might also use Mentor? I'm not sure but could be worth checking into and following. I agree that IP that takes advantage of the economy of scale will be key and your two there sure fit the bill, they just have not been cheap enough for me.