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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: Sampat Saraf who wrote (6309)	6/19/2003 3:14:53 PM
From: Kirk ©	Read Replies (1) \| Respond to of 25522

Any guesses as to who are the five still investing in fabs? Good question. Out of 25 competitors worldwide, Engibous says, only five, including TI, are continuing to invest in fabs to make the new generation of chips. Maybe we can put our heads together? I'll start: Agilent has a fab for some of its wireless stuff. (FUBAR) Maxim has a SiGe fab LLTC ??? RFMD ??? Intel has fab and Centrino wireless Motorolla has a fab... National has a good sized analog program and they used to have BiCMOS and bipolar for analog chips. ST - I've used their BiCMOS in years past... do they sell direct? I think Nokia and Qualcom are fabless ahh... here is a list of capital spenders img.cmpnet.com but that won't tell you who has analog fabs.