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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Ramsey Su who wrote (23135)8/19/1998 9:13:00 PM
From: John L.  Read Replies (2) | Respond to of 70976
 
LSI, ADI and NSM all have there own fabs and probably farm out work to the foundries during peak production periods where there in house dosen't satisfy demand. In todays climate nobody is making big purchases and losing money or breaking even will not help cap equip expenditures.



To: Ramsey Su who wrote (23135)8/20/1998 3:10:00 AM
From: BelowTheCrowd  Respond to of 70976
 
Ramsey,

Mixed bag. NSM has fabs, and lots of exposure to the PC industry. They are a fairly efficient low-cost producer.

LSI, if I recall correctly, is mostly fabless and sells mostly to the consumer electronics industry. I would expect that their problems are Asia-related.

ADI also sells mostly outside the computer business. A lot of cellular and telecom applications. Again, Asia is a likely culprit.

mg


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