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


To: Cary Salsberg who wrote (8883)3/4/2003 10:23:15 AM
From: Sun Tzu  Read Replies (1) | Respond to of 95738
 
I agree with all of the above. So the point was given that and given lack of visibility i.e. not knowing the demand or even where the industry is headed, one is more likely to choose the PLD path in the short run until he can figure out if a commitment to ASIC for the long run is warranted. Hence the "turns" advantage.