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To: Czechsinthemail who wrote (15365)	8/24/1998 1:46:00 PM
From: Andrew Vance	Respond to of 17305

AV--DUV, Copper, Cleaning, CMP, etc. are all enabling technologies required for the next generation of devices. But, there are also differences between the front end and backend (Interlevel dielectrics and metallizations) between DRAM and logic type devices. Therefore, there are some imbalances that need to be rectified when converting from one type of device manufacturing to another. The consolidations you speak of could cause some plants to shutdown but others to be retrofitted. There is also the possibility of shifting assets from one division to another of from one company to another thorugh equipment brokers. But along the way, there will be a need to upgrade and implement device technology in order to remain competitive. I like looking for the enabling technologies that are almost guaranteed to prosper. You can only hold back the flood waters so long before someone jumps in to adopt a new technology, and as you have suggested, become first to market. This could be the equipment or the IC device itself. First to market gets you high margin, profits, and hopefully decent proce appreciation. Andrew