| We can all see what we want to from this PR. To me, their earnings are not nearly as relevant as their growth in revenue/marketshare, cash($)/share, as well as the volume ramp of their new Momentum tool. For example, from the PR: "As we fine-tune the process capabilities of Momentum, we are producing process results that surpass the competition for the most advanced applications. In addition, we are achieving results that are better than we had originally forecasted .... It is gratifying to receive enthusiastic responses from our customers, as well as validation from independent groups such as Semiconductor International magazine, which selected Momentum as its 2000 Editors' Choice Best Product Grand Award winner for new and enabling technologies, improved productivity and additional performance benefits not offered by competing tools. We firmly believe Momentum is poised to take advantage of a CMP equipment market that, in our opinion, is shifting to a greater emphasis on multi-generation semiconductor technology." However, perhaps I stand alone in this analysis, but I tend to be a contrarian anyway. |
