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

To: Alastair McIntosh who wrote (5719)	9/29/2002 3:04:24 PM
From: Cary Salsberg	Read Replies (1) \| Respond to of 95596

RE: "...incremental production comes at increasingly lower capital requirements." and "...not be true in the future." You continue to postulate a fundamental change in the semi-equip industry, but you have not explained your reasoning. The first quote has been true for the history of chip fabrication. Chips get CHEAPER! If cheaper chips don't increase overall chip revenue, then much of what you are forecasting will be true. Chip revenues have a long term secular up trend. What has changed?