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Technology Stocks : Applied Materials No-Politics Thread (AMAT)
AMAT 259.21-4.0%Dec 12 9:30 AM EST
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To: etchmeister who wrote (16943)12/22/2005 3:02:02 PM
From: niek  Read Replies (2) of 25522
 
re:
Great post about the Taiwan exchange filing (one of those dirty little secrets the analyst community is trying to keep); hope NVLS will get its fair share as well.
It's quite amazing how much info one can extract from Taiwan;
every month they report revenue in a very timely manner.

Taiwanese chipmakers listed at the Taiwan Stock Exchange must report equipment buys if they spend more than $ 15 million a time.
That's the way I always look if ASML sold some litho's to Taiwan.;))
If you are interested I can give you the URL here.
Niek
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