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


To: FJB who wrote (44938)8/5/2009 12:09:11 AM
From: Kirk ©  Read Replies (1) | Respond to of 95574
 
>So we are soon left with intel and the foundaries at the cutting edge..

>>If Intel, Samsung, Toshiba and TSMC are the only end customers for equipment, then it looks bad for equipment in the near and long term. Thoughts?


TSMC is way down on the list... #10

kirklindstrom.blogspot.com

Did IBM get out of semiconductors or do they keep sales secret so it is not ranked?



To: FJB who wrote (44938)8/6/2009 3:41:38 PM
From: willcousa  Read Replies (1) | Respond to of 95574
 
I don't know what it means for the industry but it is a sea change.