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

To: Skywatcher who wrote (18379)	5/7/1999 4:10:00 PM
From: All Mtn Ski	Respond to of 25814

LSI's Gresham Fab timing looks to be good: Another factor that could dampen the overall growth of the IC business is the industry's inability to add capacity once chip makers are ready to expand. "The bust cycle was so deep that production equipment suppliers have pared back to the bone," points out G. Daniel Hutcheson, president of VLSI Research Inc. in San Jose. "They cannot respond quickly [to orders] at this point. In fact we are hearing about semiconductor companies complaining about the service and training of service people because suppliers are operating with short staffs." It will be difficult for any chip maker to add new wafer capacity quickly because of the depressed equipment segment, according to STMicroelectronics' Dauvin. "It will take 20 months before a new fab is in full-volume production," he adds, "and that won't now happen until 2001." semibiznews.com (Under IC sales may gain 18%)