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 : LSI Corporation -- Ignore unavailable to you. Want to Upgrade?

To: patrick tang who wrote (17443)	3/18/1999 10:08:00 PM
From: Jules V	Respond to of 25814

DVD Production Grows Outside Japan techweb.com Sony, which said it expects to carve out about a 30 percent stake in the DVD-video market, will launch production at Sony Video Malaysia in April. The operation will have a capacity of 60,000 units a month. Sony's domestic production base in Kisarazu has reached the full capacity of 80,000 units a month, a Sony spokesman said.

To: patrick tang who wrote (17443)	3/19/1999 1:08:00 AM
From: Duane L. Olson	Read Replies (1) \| Respond to of 25814

PT...Thanks for the update/correction. As regards the purchase of semi equipment, however wouldn't you expect that the equipment purchased would be less and less likely to be duplicative of obsolete technology as the linewidths progress to .25 micron (and later to .18, .13 and .10 micron)? I prefer to own the stocks like AMAT, NVLS, etc, first in the cycle (I've already sold mine, in fact) and then the test equipments (TER, which I've sold this cycle, and LTXX, which I still hold). All in all, for me, a solid BTB for the equipment suppliers forecasts a solid followon for the semis . It may not always be that way, but it's the way I play it... Are you playing the equipment suppliers this cycle yourself? tso