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

To: willcousa who wrote (10468)7/7/2003 11:52:40 AM
From: Donald Wennerstrom  Read Replies (1) | Respond to of 95487
 
Well, RtS presented an article yesterday that said much more is required.

Message 19088319

<SAN JOSE, Calif. -- The semiconductor business will require at least 40 new or retrofitted wafer fabs to keep up with the anticipated recovery and new demand boom cycle in 2004, according to an industry expert at VLSI Research Inc.>

I am more in line with your thinking about the capacity issue, but who am I to argue with research "gurus".:)

Don



To: willcousa who wrote (10468)7/7/2003 12:22:26 PM
From: Kirk ©  Respond to of 95487
 
"It looks to me like only the two big foundries would need to spend much on capacity. "

I read somewhere that Sony was spending $1B on CapX to build the next Playstation version. There were ranked as #17 in 2003 at $570M. Sorry, I don't have a link. I just saved a table I found. oops... here it is siliconstrategies.com


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