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Technology Stocks : Varian Semiconductor Equipment Associates -- VSEA -- Ignore unavailable to you. Want to Upgrade?

To: BMcV who wrote (1140)	10/30/2000 2:26:05 PM
From: dantecristo	Respond to of 1929

Bruce- why is this a concern of VSEA? "...Refrain from posting on, or e-mailing to, any Internet message board, chat room, stock page or other Internet posting pate or location (including but not limited to any Yahoo! or Stock-Talk page), any emails or electronic messages of any kind that defame or present false information about Varian Medical, Varian Semiconductor, Varian Associates, or any of their employees, agents, or attorneys, including, but not limited to, Susan Felch, George Zdasiuk, Richard, Levy, Richard Aurelio, Joseph Phair, and Kathy Hibbs, and/or their families, including, but not limited to, statements substanitally similar to or implying the following: ...(16) That Richard Aurelio was removed from the board of directors of Novellus Systems for improprieties;..."

To: BMcV who wrote (1140)	10/30/2000 2:27:16 PM
From: dantecristo	Read Replies (1) \| Respond to of 1929

Bruce- why is this a concern of VSEA? "...(16) That Richard Aurelio was removed from the board of directors of Novellus Systems for improprieties;.."

To: BMcV who wrote (1140)	10/30/2000 4:35:33 PM
From: Proud_Infidel	Respond to of 1929

Bruce, <i., but what happened to the shortfall of new fab construction that Dauvin is talking about? There has been a bottleneck in some areas, namely optical parts for photolithography, hampering the growth of many cos. but probably extending the cycle futher out. And doesn't the time lag imply that demand for machines should be strong for a couple of years? This is the EXACT point I am trying to make to all of the naysayers out there. Building a fab and having production come online is not akin to turning on a faucet. These cos. should have stekllar earnings well into '03 barring any economic malaise. Brian

To: BMcV who wrote (1140)	10/30/2000 6:31:37 PM
From: Proud_Infidel	Read Replies (3) \| Respond to of 1929

Silicon foundry sales remain strong until 2003, predicts Dataquest By Mark LaPedus Semiconductor Business News (10/30/00, 05:29:10 PM EDT) SAN DIEGO -- Demand for silicon foundry services is expected to remain strong for the next couple of years, but some analysts believe that a capacity-glut could hit this booming market with a major thud by 2003. At present, though, there is still a shortage of worldwide foundry capacity, as vendors report that their fabs remain fully booked. And, demand still remains robust for these services from both fabless semiconductor houses and integrated device manufacturers (IDMs), said James Hines, analyst who tracks the industry segment for Dataquest Inc. of San Jose. "We see the [foundry] market tripling by the time we get to 2003," said Hines in an interview after a presentation at the "Dataquest Semiconductors 2000" conference here today. "But I expect the market will move into an overcapacity situation in 2003 and 2004," he warned. Hines projected that the worldwide silicon foundry market will have an annual compound growth rate of 25.4% from 1999 to 2004. In terms of total revenues, the silicon foundry market is projected to grow from $7.5 billion in 1999, to $11.5 billion in 2000, to $16.2 billion in 2001, to $20.4 billion by 2002, Hines said. But in 2003 and 2004, the market will "flatten out" due to a period of "overspending" in fab capacity in this arena, he said. In terms of total sales, the foundry market will only grow from $22.3 billion in 2003, to $23.3 billion in 2004, he said. For now, though, the market looks healthy, thanks in part to a surge in business from the IDMs, which own and operate wafer fabs. "The trend [among many IDMs] is to move to a fabless model," he said. "In the near term, IDMs will operate with "fab lite" model," added Hines, referring to one strategy to mix internal and external manufacturing sources. "Many other IDMs will make a transition into a foundry model."

To: BMcV who wrote (1140)	11/1/2000 1:19:33 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 1929

Chip equipment sales to grow 45.9% in 2001, says new report Semiconductor Business News (11/01/00, 12:30:23 PM EDT) NEW TRIPOLI, Pa.--Semiconductor capital equipment purchases will surge 76.1% to $44.7 billion in 2000 followed by another 45.9% increase to $65.2 billion in 2001, according to a new forecast released today by The Information Networks research firm here. "Despite the current stock market volatility, every equipment company interviewed for this report is observing greater bookings and revenue as the semiconductor manufacturers are ramping for increased capacity and transitioning to 300-mm wafers and copper technology in 2002," said Robert N. Castellano, president of the New Tripoli research firm. "Thirteen new manufacturing fabs and 16 major expansions are slated for 2000 and 16 new fabs and 15 expansions in 2001. "A total of 26 300-mm fabs will be build over the next few years," he added. While chip stocks have been hit recently by concerns about softness in cellular handsets and PCs, Castellano believes the perception of slowdown will help to buffer a downturn in semiconductor equipment because device makers will begin to spread out their tool purchases. In the new market report, The Information Network said it believes the recent drop in book-to-bill for North American-based equipment suppliers is a seasonal adjustment and not an indicator of a real slump. Last month, the Semiconductor Equipment and Materials International (SEMI) trade group reported a book-to-bill ratio of 1.16 for September vs. a higher 1.23 ratio in August (see Oct. 23 story). The Pennsylvania research firm said SEMI's book-to-bill ratio has been the lowest in the month of September for four out of the last five years. The research firm's report predicted that the ratio will increase to above 1.3 by year's end