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

To: Donald Wennerstrom who wrote (15862)6/20/2004 10:21:52 PM
From: Gottfried  Respond to of 95503
 
Don, what the market was paying for E is an eye opener. Thank you. Gottfried



To: Donald Wennerstrom who wrote (15862)6/20/2004 10:24:08 PM
From: Ian@SI  Read Replies (2) | Respond to of 95503
 
At sia-online.org is a Presentation given Jun 9th by Dr John Kelly, IBM Sr VP and Grp Exec. titled The Road To NanoElectronics.

I haven't found the corresponding text but the slides present an impressive future for the Semi Equipment industry. Any analyst who thinks Moore's law is facing imminent death is probably from the school of analysts that have been predicting the death of optical lithography within 10 years ever since the 70s.


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