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

To: Sleeperz who wrote (3676)	12/8/1997 6:46:00 PM
From: LLCF	Respond to of 10921

<In the steel Industry the Mini Mills killed the Billion $$$ giant steel Mills. Will the same happen in the Semi Biz. Mini FABs are coming. Only $75.7M???> Rewritting history are we??? Think it was cheap labor overseas and fat unions that killed big steel...hate to refute your parallel but....sorry, doesnt hold any water. DAK

To: Sleeperz who wrote (3676)	12/8/1997 8:47:00 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 10921

In the steel Industry the Mini Mills killed the Billion $$$ giant steel Mills. Will the same happen in the Semi Biz. Mini FABs are coming. Only $75.7M??? The mini-mills are specific to this country if I'm not mistaken. Overseas, the large steel mills are dominant. How you create an analogy between the two I don't know. Is Eaton going to be able to make ICs with .18m? or 300mm? I highly doubt it. Maybe 6 years out when INTC and MOT are dumping their equipment in favor of .10m and 400mm equipment, they can tool a fab for 75M to make .18m. If you want to play in this game, you need $$$$. There is no way around that. BK