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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?


To: Gottfried who wrote (3405)11/12/1997 12:16:00 PM
From: Sam Citron  Read Replies (2) | Respond to of 10921
 
GM,

Yes, their DD strategy may cause some channel conflicts, but I'm sure they thought long and hard about that. I guess they're hoping their technology will be so desirable that the other box makers wont have any choice but buy them. Regarding your mention above of a $.02/mb prediction, do you happen to know how steep the process improvement curve (learning curve) in DDs has been compared to semis?

SC