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Technology Stocks : Novellus -- Ignore unavailable to you. Want to Upgrade?

To: Art Baeckel who wrote (3040)	11/1/2000 1:11:11 PM
From: Art Baeckel	Respond to of 3813

---------------------------------------------------------- NEW TRIPOLI, Pa., Nov 1, 2000 (BUSINESS WIRE) -- Worldwide revenues for semiconductor processing equipment will rise 76.1% in 2000 and continue rising another 45.9% in 2001, according to the report "The Global Market for Equipment and Materials for IC Manufacturing," recently published by The Information Network, a New Tripoli, PA-based market research company. "The worldwide equipment market will increase from $25.4 billion in 1999 to $44.7 billion in 2000 to $65.2 billion in 2001, according to Dr. Robert N. Castellano, President of The Information Network. The top 10 equipment manufacturers for 2000 are Applied Materials(Nasdaq: AMAT chart, msgs); Tokyo Electron; ASM Lithography (Nasdaq: ASML chart, msgs); Nikon (OTC: NINOY chart, msgs); KLA-Tencor (Nasdaq: KLAC chart, msgs); Lam Research (Nasdaq: LRCX chart, msgs); Novellus (Nasdaq: NVLS chart, msgs); Canon (NYSE: CAJ chart, msgs); ASM International (Nasdaq: ASMI chart, msgs); and Varian Semiconductor Equipment Associates (Nasdaq: VSEA chart, msgs). "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 300mm wafers and copper technology. 2002," added Dr. Castellano. "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 300mm fabs will be build over the next few years." The perceived slowdown in the cellular handset and computer marketplace will soften any downturn the equipment market may see, as semiconductor manufacturers spread out equipment purchases. In addition, the drop in the September book-to-bill, also perceived as a negative indicator for the industry, is a seasonal adjustment. The book to bill has been the lowest in the month of September for four out of the last five years, and will increase to above 1.3 by year end, according to the report. The Information Network is the leading consulting and market research company addressing the semiconductor, computer, and telecommunications industries.