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

To: Jeffrey D who wrote (35813)	7/18/2000 9:09:36 PM
From: Proud_Infidel	Respond to of 70976

Jeff, You beat me to the punch. I was just coming to post the exact thing. Gunnar sounds Bullish, doesn't he:-)))) ***************************** Excerpt: Miller, whose 1999 stock picks gained a remarkable 204%, has a flair for being direct, if not downright brusque. When he says that equipment makers, still recovering from the 1997 Asian economic meltdown, will see a surge in purchasing that propels stocks through 2001, his tone implies that any nitwit could have seen that a long time ago. This cycle, he explains, will be more robust than ever because of the ferocious need for silicon chips in everything from cell phones to clock radios. He calls the trend the "consumerization of semiconductors" and asserts that demand for new chips will be driven not by PCs but by moderately priced electronic devices that were unthinkable only a few years ago. This will allow the equipment sector to post 20% annual revenue growth for years to come, Miller says.

To: Jeffrey D who wrote (35813)	7/18/2000 9:10:05 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 70976

Jeff, You beat me to the punch. I was just coming to post the exact thing. Gunnar sounds Bullish, doesn't he:-)))) ***************************** Excerpt: Miller, whose 1999 stock picks gained a remarkable 204%, has a flair for being direct, if not downright brusque. When he says that equipment makers, still recovering from the 1997 Asian economic meltdown, will see a surge in purchasing that propels stocks through 2001, his tone implies that any nitwit could have seen that a long time ago. This cycle, he explains, will be more robust than ever because of the ferocious need for silicon chips in everything from cell phones to clock radios. He calls the trend the "consumerization of semiconductors" and asserts that demand for new chips will be driven not by PCs but by moderately priced electronic devices that were unthinkable only a few years ago. This will allow the equipment sector to post 20% annual revenue growth for years to come, Miller says.

To: Jeffrey D who wrote (35813)	7/19/2000 12:04:35 AM
From: Ross	Respond to of 70976

So, any idea why TER is down so much after what (to me) was a good report?

To: Jeffrey D who wrote (35813)	7/19/2000 8:58:04 AM
From: Proud_Infidel	Read Replies (1) \| Respond to of 70976

[World DRAM Price] 128MB DIMM Spot Prices Rise More Than 5 Pct. July 19, 2000 (TOKYO) -- Spot prices of 128MB dual inline memory modules (DIMM) rose more than 5 percent in the world's three major markets. In the United States, the module prices rose 6.99 percent to US$126.85, making DIMMs too expensive to be used for the so-called US$1,000 PC as the standard specifications. The introduction of 128MB DIMMs in PCs is expected to occur after 2001. According to a worldwide DRAM price survey conducted by ICIS-LOR, the spot prices of DIMMs (PC133) increased 6.99 percent from the previous week to US$126.85 in North America, while they rose 5.43 percent to US$125.36 in Europe, and jumped 6.41 percent to US$118.57 in Asia. The 30-day rolling average prices (from June 1 to June 30) of 128Mb DRAMs (PC133, 16M x 8) for large-volume users registered US$13.72 in North America, US$13.55 in Europe, and US$11.88 in Asia. As compared with the previous week (30-day rolling average through June 23), the price rose 2.80 percent in North America, 1.21 percent in Europe and 3.42 percent in Asia. ICIS-LOR is based in London, Houston and Singapore.

To: Jeffrey D who wrote (35813)	7/19/2000 1:12:13 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 70976

Applied Materials Widens Lead in Semiconductor Equipment Market Says The Information Network NEW TRIPOLI, Pa., Jul 19, 2000 (BUSINESS WIRE) -- Applied Materials (Nasdaq: AMAT chart, msgs) has continued to strengthen its dominance of the semiconductor equipment market, according to the report Applied Materials: Competing For World Dominance, recently published by The Information Network, a New Tripoli, PA-based market research company. "Of the 13 equipment sectors analyzed in the report, only KLA-Tencor (Nasdaq: KLAC chart, msgs) in the Reticle Inspection and Wafer Defect Inspection sectors and Hitachi (NYSE: HIT chart, msgs) in the CD-SEM sector led their markets, while in the Dry Etch sector, Lam Research (Nasdaq: LRCX chart, msgs) held it own against Applied Materials", noted Dr. Robert N. Castellano, President of The Information Network. "The rash of 24 new 300mm fab construction announcements should enhance Applied's market shares in 2000 and 2001, stemming from its practically `one-stop shopping' suite of tools enabled for 300mm production." Applied in 1999 led the PVD sector with an 85.7% share, the dielectric CVD sector with a 70.5% share, the metal CVD sector with a 70.9% share, the Dry Etch sector with a 38.8% share, the High-current Implant sector with a 41.2%, the RTP sector with a 38.8% share, the Silicon Epitaxy sector with a 50.0% share, the CMP sector with a 63.6% share, and the Auto Defect Inspection sector with a 55.5% share. Etec, now an Applied Materials company led the Mask Making sector with a 58.6% share. The Information Network is the leading consulting and market research company addressing the semiconductor, computer, and telecommunications industries.

To: Jeffrey D who wrote (35813)	7/25/2000 1:17:49 PM
From: Mephisto	Respond to of 70976

I think Miller's got it right. Thanks for the article. "Miller, whose 1999 stock picks gained a remarkable 204%, has a flair for being direct, if not downright brusque. When he says that equipment makers, still recovering from the 1997 Asian economic meltdown, will see a surge in purchasing that propels stocks through 2001, his tone implies that any nitwit could have seen that a long time ago. This cycle, he explains, will be more robust than ever because of the ferocious need for silicon chips in everything from cell phones to clock radios. He calls the trend the "consumerization of semiconductors" and asserts that demand for new chips will be driven NOT by PCs but by moderately priced electronic devices that were unthinkable only a few years ago. This will allow the equipment sector to post 20% annual revenue growth for years to come, Miller says. To capitalize on this trend, he suggests putting money into Applied Materials (AMAT),the undisputed global chip-maker leader, which he sees rising more than 50% to a share price of $130 in the next year or so. Miller also has a $130 target on Teradyne (TER), which makes test equipment for electronics and communications. Hit by the overall market's woes, both are trading 30% or more off their old highs. At the same time, he says it's time to discard the conventional wisdom that the sub-$1,000 PC will hurt semiconductor equipment makers; rather the PC market, like the overall universe for chips, is now broader than ever. "For the first time," Miller growls, "this industry is not dependent on a bunch of FORTUNE 500 executives deciding whether or not they're going to buy mainframes."