Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: shane forbes who wrote (4665)	2/2/1998 8:00:00 AM
From: Mason Barge	Respond to of 10921

OK, here's a roadmap of current thinking: <<Meanwhile, IC companies that primarily produce logic chips, such as ASICs and microprocessors, are more interested in shrinking their process technology and moving to copper interconnects, which offer smaller die sizes, faster device speeds, and improved yields. Until DRAM makers spring for the initial investments in 300 mm, logic manufacturers are less likely to move forward, observers said.>> So, everyone seems to think 300mm is dead in the water and all the money is going into shrinking architecture. Der Toro says cutting-edge equipment may be up 50% this year. Personally, I'm listening to them.