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

To: willcousa who wrote (14473)	4/16/2004 9:19:57 AM
From: robert b furman	Respond to of 95850

Hi Will, Especially when you put only your companies logo on it. For all the rest - you must share capacity with the big Taiwan fabs - and share "their margin of profit" built into your product. Intel's size is one of the few ,who can use all of the 300mm 22-300 % more chips per wafer.They've not only built all needed 300 mm fabs and were first to have them up to production ,but now they'll be first to get the die shrinks and linewidth reductions that ensure margins. That's why they think 62% margins will be ok for next Quarter. When IT kicks in gear for business and computers are flying off the shelves for business applications we'll then learn that we all need Longhorns new software. It stacks up to be gradually better through all of 04 and then robust in 05. Not that far off if you bought with patience in 00-01.I can be patient. Bob