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To: TI2, TechInvestorToo who wrote (17218)4/29/1998 11:55:00 AM
From: Sid Stuart  Read Replies (3) | Respond to of 25960
 
>Why do you think its is worrisome? It says that demand is
>greater than supply and that means ASP goes up and new
>orders for equipment. At least that was the
>opinion of some who attended the discussion.

The article says photomasks for .18 micron will be in limited supply. It seems like that would limit the number of machines sold to make .18 micron chips. If I can't get the masks, why would I buy the hardware?

Sid