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Technology Stocks
It's Different This Time!

An SI Board Since June 2010

Posts	SubjectMarks	Bans	Symbol
549	26	0	MXIM

Emcee: Cary Salsberg	Type: Moderated

Introduction Market Data Compact

Go to reply# or date (mm/dd/yy):

Reply	Message Preview	From	Recs	Posted
49	RE:<i>What tricks used for 193nm are no longer available and why?</i>	FJB	-	6/23/2010
48	INTC gets to each node before anyone else. It has had its own process roadmap.	Cary Salsberg	-	6/23/2010
47	RE:Moore's law as we know it may be ending in about 10 years It looks like	FJB	-	6/23/2010
46	Hi, I agree. AMAT has been the most successful in entering new markets, by far	Cary Salsberg	-	6/23/2010
45	And AMAT has identified packaging as a high growth area--significantly outgrowin	KMcKlendin	1	6/23/2010
44	You're right. I guess the equipment companies would have to depose insulati	Ian@SI	-	6/22/2010
43	Hi Ian, TSV is NOT chip FABRICATION technology. It is chip PACKAGING technolog	Cary Salsberg	-	6/22/2010
42	I'm underinformed re leading edge technology. 3D sounds like it's a res	Ian@SI	-	6/22/2010
41	Hi Ian, I am not "pronouncing the death" of equipment companies, but	Cary Salsberg	-	6/21/2010
40	Hi Sam, At 450 mm, most contributors to cost of goods sold, including fab opera	Cary Salsberg	-	6/21/2010
39	One of the unique characteristics of the sector is that, in order to succeed, co	Sam	-	6/20/2010
38	Gene Amdahl, in a failed venture after he left Amdahl Corp, attempted to develop	Ian@SI	-	6/20/2010
37	Yes, 3d will be a reality sometime in the next 3-6 years, if we believe Eli Hara	Sam	-	6/20/2010
36	I wouldn't be so quick to pronounce the death of the equipment companies as	Ian@SI	-	6/20/2010
35	Sure it will lower operating costs. But what about when depreciation is added in	Sam	-	6/20/2010
34	Hi Sam, 450 mm will lower costs. Lower costs make additional applications like	Cary Salsberg	-	6/20/2010
33	Are there really enough potential customers for 450 equipment to finance its dev	Sam	-	6/20/2010
32	Hi Etch, Nothing will get the industry to 450mm faster than a successful effort	Cary Salsberg	-	6/20/2010
31	Hi Ian, The semiconductor technology is maturing. There are a handful of nodes	Cary Salsberg	-	6/20/2010
30	Hi Sam, Thanks for posting. I am not as interested in the analysis of supply,	Cary Salsberg	-	6/20/2010
29	The key difference isden that Shrinks won't be the key driver of reduced cos	etchmeister	-	6/20/2010
28	Hi Sam, Below, is post I sent to Bob Furman. It refers to a private message I	Cary Salsberg	-	6/19/2010
27	What <b>different</b> ... we all know the "diffusion rate"	etchmeister	-	6/19/2010
26	Cary, I couldn't agree more with your continuously declining prices asserti	Ian@SI	-	6/18/2010
25	Sam, I hadn't read your post before penning mine, but they seem to complemen	Sam	-	6/18/2010

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