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

To: Cary Salsberg who wrote (11737)	10/15/2004 3:59:52 PM
From: Kirk ©	Read Replies (2) \| Respond to of 25522

Thanks for your reports and comments. When do you think NVLS will start to see significant revenue from CMP? Your four semi's have very high margins (A good thing but an attractive target for competition). The barrier to entry for the two analog companies is good chip designers. I fear that China will eventually train some of these, but it could still be 5 to 15 years away, but we tend to underestimate their determination. The other two, ALTR & XLNX, are a play on the high cost of masks where people only need a few wafers or runs worth of chips so they can't justify a full, dedicated mask set. We used to get around this by sharing mask costs. Is there some potential for Chinese chip makers to do the same?