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 : Stock Swap -- Ignore unavailable to you. Want to Upgrade?

To: Andrew Vance who wrote (15363)	8/24/1998 12:43:00 PM
From: Czechsinthemail	Read Replies (1) \| Respond to of 17305

Along the way, strategic upgrades will be made to allow for an equipment sector recovery and the eventual expansion of this industry. There are enough similarities in the processes to make this possible but there are enough differences to make it necessary to re-allocate equipment and to purchase other equipment to relieve certain capacity limiting restrictions. Under the scenario you outline, I would assume the best positioned semi-equip companies would be those more involved in new design rather than increased production. I would think that would favor DUV-related companies and perhaps copper-process more than companies working on 300mm implementation. I would also think that further continuation of DRAM consolidation deals like Micron/Texas Instruments would make sense as companies close down their DRAM operations rather than simply slim them. Baird