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

To: Cary Salsberg who wrote (5687)9/28/2002 1:15:14 PM
From: michael97123  Read Replies (1) | Respond to of 95572
 
Thanks for the summary. Any other companies you are looking at now to add to this list? mike



To: Cary Salsberg who wrote (5687)9/29/2002 2:49:16 PM
From: Spekulatius  Read Replies (1) | Respond to of 95572
 
Analog semi's -
i agree that the analog semi's are a better investment than the "digital" ones. However, do you see any technology trend that could reduce the barriers to entry (Design expertise?).
Could a convergence or higher integration benefit companies with expertise in both digital and analog (ADI, TXN, NSM) rather than the pure players (MXIM, LLTC)?


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