Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Gottfried who wrote (6615)	11/1/2002 11:20:53 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95530

Gottfried, << This is unusual [compared to past cycles] and may mean chip makers just don't need much more capacity to increase output right now.>> I'm sure that is true, but this particular situation may not last too long. Even though the capacity is there to handle the present situation, that could change fairly quickly I believe. Also, even though the capacity is there, it may not be of the right "kind". Newer equipment is needed to manufacture the newer variety of chips at a lower cost. Much of the chip makers capacity is probably not able to "cut the mustard" in the competitive market place. New equipment is going to be needed. The question is - when will the production orders start up for the newer generation of equipment that is presently being installed on an R&D basis. Don