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SEC/N Thoughts

Gary Alexander, President, SEC/N -- Semiconductor International, 12/1/2002

Pogo, a cartoon character philosopher of the '50s and '60s, was often known for his unique and astute observations. On one occasion, frustrated by the constant conflict between the inhabitants of his swamp, Pogo hung his head and said, "We have found the enemy, and it is us!"

The same can very easily be said about the used equipment opportunities and challenges that persist in the semiconductor industry today. There may have never been another time in history when maximizing return on investment, stretching limited capital, and improving cash flow has been more crucial to the survival of companies within this industry. Yet, much like the other inhabitants of Pogo's swamp, few companies and individuals within our industry have been able to see that, by their own actions, they often stifle the constructive and more visionary efforts of their peers.

Over the past few years, there have been several positive strides taken within the semiconductor industry relative to resolving the challenges related to used equipment. The SEMATECH Surplus Equipment Council (SSEC) published a white paper outlining its position on the purchase and sale of used equipment. Member companies of the Japan Electronics and Information Technology Industries Association (JEITA) have come together to create a more open, better informed market for used equipment in Japan, complete with a Web site portal to the world. Semiconductor Equipment & Materials International (SEMI) and the Reed Electronics Group have hosted seminars, provided exhibit space, and supported the publishing of articles to help educate the industry. The most synergistic effort has come from a consortium of semiconductor manufacturers, OEMs, refurbishers and brokers under the banner of SEC/N. Over the past four years, SEC/N has promoted professionalism throughout the international used equipment marketplace with its emphasis on ethics, standards, educational programs and the development of guidelines.

But our industry still has a long way to go. The desired long-term result is not for the remaining challenges to be decided through conflict or through the courts. Rather, acceptance and opportunity depend on the education, understanding, and willingness of all of us to objectively recognize each other's legal rights and viewpoints.

There is opportunity for resolution, and it is us.


Author Information
Contact Gary Alexander at galexander@secninc.com and visit SEC/N's Web site at www.secninc.com.

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