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Technology Stocks : Semi Equipment Analysis

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To: The Ox who wrote (17631)	8/5/2004 8:30:27 AM
From: BMcV	Read Replies (1) of 95645

finance.messages.yahoo.com By Chris Kraeuter, CBS.MarketWatch.com Last Update: 1:10 PM ET Aug. 2, 2004 Applied Materials wafer start capacity rising Applied Materials (AMAT: news, chart, profile) Chief Financial Officer Joe Bronson declined to comment on his company's financial results ahead of the third-quarter report on Aug. 17. He said, however, that 2005 should be a good year with wafer start capacity growing between 8 and 20 percent. Speaking at the conference, Bronson said only 13 percent of industry-wide production is expected on 300mm wafers by year's end, so 2005 will mark the "completion of the 300mm buildout." He said Applied Materials is currently tracking more than 30 300mm projects and that "we have seen none of them slip." "We have great visibility into 300mm projects," Bronson said. Concerning the company's operations, Bronson said a three-year-old project to improve its product cycle time, or the time from when a customer seeks a quote to when Applied receives cash for the product, has resulted in dramatic improvements. He said Applied Materials' cycle time is now down to 140 days from 300 days when the project began. The plan is to hit 100 days.

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