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To: orkrious who wrote (24185)	2/3/2000 4:20:00 PM
From: BillyG	Read Replies (1) \| Respond to of 25960

Another analyst puts capital spending growth at nearly 40% semibiznews.com Semiconductor Business News (02/03/00, 02:16:19 PM EDT) SAN FRANCISCO--Semiconductor equipment revenues will grow 35-to-40% in 2000 and then post another 40% increase in 2001, according to analyst Brett Hodess, who tracks the industry segment for Banc of America Securities. "The details for the semiconductor equipment growth cycle have fallen into place. Wafer fabrication utilization rates have increased for the fifth quarter in a row, to reach 95%," said Hodess, who was speaking at Banc of America Securities' annual technology conference here this week. For chip processes less than 0.3 micron, wafer fab utilization is more than 96%, he said. Hodess' bullish outlook for semiconductor capital spending is on the high side of current forecasts from industry analysts. Forecasts for growth in 2000 range between 22% to 44% from last year's total of about $25 billion. Hodess said orders for chip manufacturing equipment will be driven by new wafer fabs as opposed to upgrades of existing facilities. The current outlook resembles market conditions in early 1993, when the semiconductor business was entering into a major boom period, he told the conference.