Applied Materials No-Politics Thread (AMAT) Message Board

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Technology Stocks : Applied Materials No-Politics Thread (AMAT)

AMAT 301.11

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Jan 9 3:59 PM EST

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To: Proud_Infidel who wrote (4513)	12/19/2002 10:45:46 AM
From: Cary Salsberg	Read Replies (2) of 25522

RE: "Worldwide wafer fab equipment spending is now expected to total $18.5 billion, a 16% increase from 2002 revenue..." and "Spending will be driven by a continued need for advanced technology to keep innovation going and manufacturing costs down, and a renewed need for more capacity..." and "Technology buys for leading-edge devices have been the key drivers for equipment purchases during 2002 and into 2003. Implementations of technologies associated with copper and 193-nm deep-UV..." In the second statement "renewed need for more capacity" should have added "leading edge" capacity. SLOW, TECHNOLOGY DRIVEN, INNOVATION, LEADING EDGE. It looks like this scenario will continue in 2003 and 2004. 2005 seems like the first likely opportunity for a "normal" capacity driven expansion.

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