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

To: Cary Salsberg who wrote (10553)	7/11/2003 3:05:41 PM
From: Sam Citron	Read Replies (1) \| Respond to of 95487

It's not just price elasticity of demand for chips, but price elasticity of demand for leading edge semi equipment. I am still bothered by the idea that fab sharing arrangements are making the industry more efficient (rational) while the number of companies that can afford to build new fabs on their own seems to be shrinking. Hence I have not been investing as heavily in equipment space recently as I have in your favorite chip makers. Am I making a dreadful error here?