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

To: Kirk © who wrote (20713)	9/19/2006 11:08:56 AM
From: Gottfried	Read Replies (2) \| Respond to of 25522

Kirk, it could work the other way around - who else are they going to buy equipment from? >who else is AMAT going to sell the equipment to?< The relationship between the few oil companies and the drillers is somewhat analogous.

To: Kirk © who wrote (20713)	9/19/2006 11:32:01 PM
From: etchmeister	Read Replies (1) \| Respond to of 25522

"Tully predicts that 350 of the roughly 1,000 companies making semiconductors will be either absorbed or disappear in the next ten years and that the number of companies able to build their own factories will fall by half." My guess 90% of equipment sold is 300mm - so who of the current 300mm players is going to belly up? If can't buy you lease - no reason for Cypress, IDT, LSI et al to build their own fab - they have not done it for the last six years. Actually Freescale does not even own a 300 mm fab and as far as I understand Freescale farms out the advanced technology to the foundries - Freescale used to make the Power PC chips for APPL - I am sort of puzzled about the excitement about Freescale - perhaps they have some decent IP.