Semi Equipment Analysis Message Board

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 : Semi Equipment Analysis

SOXX 309.40

+1.0%

Dec 5 4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: dr_elis who wrote (7822)	12/19/2002 5:17:52 PM
From: Lizzie Tudor	Read Replies (1) of 95530

Where do you think is the growth supposed to come from? Ongoing, we have a tremendous DSL employment, DVD is exploding, digital cameras are also burning hot, and still, the semi industry has a very hard time. It almost appears as if innovation is no longer a driving force.... I have friends in Applied's AKT division. This division apparently makes machines for making flat panel devices. Management expects that division alone to generate 1 billion in sales eventually. I think it is at less than 100mm now (not too sure though- maybe some can help me out). I am sure about the one billion target though. Some of the issues wrt growth currently are the size of these machines, they are too large to house. So technological advances are required to deliver the numbers, it sounds like. Lizzie

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next