ADE Corp. Message Board - Msg: 20496960

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Technology Stocks : ADE Corp.

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To: MARK F. POYANT who started this subject	9/7/2004 7:59:53 PM
From: schzammm	of 346

I am talking to the wind, but two articles came to my attention and I thought they applied to ADE. First Seagate's PR this morning that they are raising their revenue forcast. If one reads the article it is not quite as positive as the headline but never the less, hard drives are hard drives, aren't they???????? biz.yahoo.com And then after the market close, Cymer updates Third Quarter 2004 Guidance. biz.yahoo.com What I found interesting, "Turning to the outlook, Akins concluded, "We remain positive about our expected operating results for the remainder of this year. Chipmaker utilization of our light sources continues at historically high levels and fab utilization remains very high. While our current product mix continues to favor krypton fluoride light sources as chipmakers continue to expand 200mm fab capacity, we have begun to see increasing demand for argon fluoride light sources that will power the lithography tools in leading edge 300mm fabs. However, we continue to closely monitor the longer-term outlook."

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