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Technology Stocks : Semi Equipment Analysis

SOXX 330.35

+0.5%

Jan 12 4:00 PM EST

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To: Return to Sender who wrote (9882)	5/23/2003 3:31:48 PM
From: Sam Citron	Read Replies (3) of 95708

07:15 ET ASML Holding: Intel to delay purchase of next-gen equipment (ASML) 8.56: Reuters reports U.S. semiconductor maker Intel (INTC) has informed suppliers of lithography machines that it will not buy the next generation of tools but instead hopes to extend the life of its current generation of 193 nanometre tools until it can jump straight into the successor of 157 nanometre tools, called Extreme Ultraviolet (EUV) tools. According to Dow Jones, an ASML spokeswoman said she understood Intel had adjusted its " roadmap" and wouldn't purchase 157-nanometer machines from ASML, as had been previously expected. The value of the order wasn't disclosed. Intel decided not to adopt the 157-nanometer machines and won't be placing an order with another supplier, she said. [Briefing note: According to analysts ASML's top 5 customers in 2003 are Samsung (20% of revenues), IBM (11%), TSMC (8%, likely 2H loaded), Intel (7%), and Micron (7%)] www.briefing.com

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