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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Lester e. who wrote (35687)	7/10/2000 10:43:26 AM
From: Proud_Infidel	Respond to of 70976

Unfortunately, some people not looking at fab utilization rates and taking the equipment lag time into consideration, believe the train has derailed even before it has begun moving:-)

To: Lester e. who wrote (35687)	7/10/2000 10:44:39 AM
From: Proud_Infidel	Read Replies (1) \| Respond to of 70976

Unfortunately, some people not looking at fab utilization rates and taking the equipment lag time into consideration, believe the train has derailed even before it has begun moving:-) Even more unfortunate is the fact that some of these people are taken seriously:-(

To: Lester e. who wrote (35687)	7/10/2000 11:50:59 AM
From: Philip W. Dunton, Jr	Read Replies (3) \| Respond to of 70976

Has any site published the schedule for this week's presentations at Semicon West?

To: Lester e. who wrote (35687)	7/10/2000 1:50:38 PM
From: Proud_Infidel	Respond to of 70976

Merrill on DRAM prices --11:58 am - By Tomi Kilgore Merrill Lynch Analyst Joe Osha said that DRAM prices have steadily climbed back to levels not seen since the beginning of the year. He said recent channel checks are pointing "to the strong likelihood of a shortage late this year." Osha added that he's heard of further news of a global DRAM shortage. As a result, he reiterated his "buy" rating on Micron Technology (MU: news, msgs). That stock is up 3/4 at 90 1/4

To: Lester e. who wrote (35687)	7/10/2000 3:31:13 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 70976

Applied Materials Equips Trecenti Technologies' 300mm Fab Broad Range of Applied Materials' 300mm Systems Ordered for Hitachi-UMC Joint Venture in Hitachinaka, Japan SANTA CLARA, Calif.--(BUSINESS WIRE)--July 10, 2000--Applied Materials, Inc. announced today that Trecenti Technologies, Inc., a joint wafer fab of Hitachi, Ltd. and United Microelectronics Corp. (UMC), has placed a multi-technology order for a variety of 300mm semiconductor manufacturing systems. Trecenti will use the systems to produce leading-edge chip technologies at 0.18 micron and beyond. ``We are confident that Applied Materials can help us bring our new facility to volume production very quickly,'' said Toshio Nohara, president of Trecenti Technologies, Inc. ``This new venture clearly reflects our commitment to becoming a pioneer in high performance 300mm manufacturing. We really expect Applied Materials can provide us with the leading-edge technology and high productivity we need to ensure our customers of the most advanced products in the shortest time possible.'' Applied Materials' 300mm systems are expected to begin shipping to Trecenti in the third calendar quarter of 2000. ``Applied Materials has been a key equipment supplier to both Hitachi and UMC for years and we are pleased that they have chosen our systems for their new venture,'' said David Wang, senior vice president of Applied Materials. ``Applied Materials has the industry's most comprehensive line of 300mm-ready products and is in a unique position to assist semiconductor manufacturers in realizing the economic benefits of 300mm production.'' In addition to technology, productivity and service support advantages that customers expect from Applied Materials, these new systems feature major innovations in throughput, cost of operation, integrated metrology and inspection, as well as factory automation. The company offers more than 80 product applications for 300mm, covering the majority of chip processing steps. Applied Materials (Nasdaq:AMAT - news) is a leader of the Information Age and the world's largest supplier of products and services to the global semiconductor and flat panel display industries. Applied Materials' web site is appliedmaterials.com.