Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Philip W. Dunton, Jr who wrote (3192)	12/15/2000 8:55:09 AM
From: Philip W. Dunton, Jr	Read Replies (2) \| Respond to of 3661

From Herb Greenberg/Street.com 12/15/00 8:33 AM ET This from Fecthor Detwiler yesterday: "In conversations today with equipment and subassembly suppliers to Applied Materials and other major Semiconductor Equipment manufacturing companies, we learned that Tool Build Slots are virtually empty from late in the first quarter of 2001 forward. This stands in stark contrast to the, in some cases, 12 month planning and allocation of slots that existed as late as July of this year. This means that there have been cancellations and push-outs. This is not new information. However, the magnitude is surprising in light of the 'slight slowdown' observations we have been hearing from the large equipment manufacturers."