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Politics : Formerly About Applied Materials

AMAT 261.28

+0.8%

3:59 PM EST

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To: advocatedevil who wrote (59280)	1/23/2002 7:40:52 PM
From: runes	Read Replies (2) of 70976

KLAC Conf Call - They see Q3 and Q4 (March and June quarters) as essentially flat with orders still focused on technology. Their expectation is to see the return of capacity buys in the 2nd half of the calendar year. They saw a surge in orders from the major players in the first weeks of January with some accelerations of delivery times. There is a sense of urgency on the part of some customers. There is also a significant increase in evaluations and demos. Customers (semis) are seeing improving business conditions and 0.18 um capacity utilization is believed to be 80%. But the improvement is slow so KLAC "remains cautious". They shied away from predicting that March quarter would be the bottom. ASIDES - 300mm yields are doing a lot better than Cu. They still see significant yield issues in Cu (Funny, NVLS and AMAT haven't mentioned that ;-) Minimal price pressure on equipment with a strong technological edge. There is price pressure on equipment with viable competition although the price pressure tends to show up not in the ASPs but in the add-ons: free service, spares agreements etc. (Pretty standard industry practice - hold the price but sweeten the pot).

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