numinary

KLA-Tencor Bad Earnings: A Good Reason for Having GAAP

I'm speculating here, but didn't Intel announce that they were shifting the overwhelming bulk of their CapEx to the 32nm process node? Whatever equipment maker is in the lead with the 32nm equipment will take a higher share at Intel & be in the best position to recover as the economy rebounds. I imagine that the either KLA or AMAT has the best 32nm equipment, but I really don't know -- I'm an InP semi guy rather than a CMOS drone.