Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 252.25

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Nov 28 9:30 AM EST

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To: FJB who wrote (34989)	4/25/2000 6:07:00 PM
From: Gottfried	Read Replies (1) of 70976

Robert, here are the slow and fast ramp forecasts by SEMI. I'm convinced now they are ww. Slow- & fast-ramp chip equipment forecasts Year Slow ramp Fast ramp 2000 $30 billion $36 billion 2001 $36 billion $43 billion 2002 $41 billion $49 billion 2003 $45 billion $46 billion 2004 $48 billion $40 billion Source: SEMI This article specifically says >Worldwide equipment sales will peak at $49 billion in 2002, if the fast- ramp forecast comes true, while chip tool revenues will reach a high point in the current business cycle of $48 billion in 2004 if the "slow-ramp" scenario plays out, according to SEMI. semibiznews.com Thank you for your explanations! Gottfried

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