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

To: Proud_Infidel who wrote (41755)	1/29/2001 7:08:30 PM
From: semi2000	Respond to of 70976

OT freetradez.com Any opinion? Thanks

To: Proud_Infidel who wrote (41755)	1/29/2001 7:36:23 PM
From: Proud_Infidel	Respond to of 70976

Chartered delays Fab 7 ramp, plans to make it 300-mm in 2002 Singapore foundry cuts growth estimate due to inventory adjustments in first half of this year Semiconductor Business News (01/29/01 15:56 p.m. PST) SINGAPORE -- Chartered Semiconductor Manufacturing Pte. Ltd. today announced it was delaying the start up of its new Fab 7 here and reworking the plan to turn the facility into a 300-mm wafer fab instead of a 200-mm plant. The 300-mm fab is now expected to begin pilot production in the middle of 2002, about a year later than the original 200-mm plan. Chartered also said it lowered its previous plans for capital spending and equity investments in joint ventures by 20% to $1.2 billion in 2001 because of slower growth in silicon foundry demand. However, the planned investments are still higher than Chartered's $911 million expenditures in 2000. Chartered, the world's third largest pure-play silicon foundry, lowered its near-term growth outlook after posting record revenues of $318.7 million in the fourth quarter. Those revenues were 4% higher than $305.6 million in the third quarter of 2000 but 47.4% greater than $216.2 million in Q4 1999. Chartered's Q4 net income was $77.4 million vs. $22.1 million in the period a year ago and $71.6 million in Q3 of 2000. The Singapore foundry company said it is now setting its operating plans for 2001 "on a considerably more cautious outlook" compared to its previous guidance for investors last year. Chartered said it expects foundry revenues to be depressed in the first half of 2001 as customers adjust inventory levels, with growth resuming in the third and fourth quarter this year. For 2001, Chartered is projecting revenue growth of 12-18% from 2000, which the company's sales reached $1.13 billion--a 63.4% increase from $694.3 million in 1999. The company's net income for 2000 was $244.8 million vs. a net loss of $32.6 million in 1999. Chartered said it is expecting an average utilization of fab capacity this year to in the mid-80 percentage range, compared to 102% in 2000. Including its lower capital spending plans, Chartered's capacity level in 2001 is expected to be 25% higher than 2000. Until recently, Chartered officials said the company was planning to increase its production capacity by 44% in 2001 to 1.4 million eight-inch equivalent wafers from 970,000 in 2000. Subject 50522

To: Proud_Infidel who wrote (41755)	1/30/2001 9:17:47 AM
From: Jerome	Read Replies (1) \| Respond to of 70976

Interesting Magazine article in Technology Investor... Jan Issue... In this issue they have five technology portfolios.Following is a description of each.. Core Holdings: AMAT,TXN,ORCL,NT,EMCCSCO Aggressive: NVLS,XLNX,TQNT Speculative:KLAC,SSTI,IDTI,SYMC Ultra Speculative: PHTN Turnaround: ATML,CYMI, LSI What I found interesting is that this magazine went to press about Dec. 10th. When things are at their bleakest. Their rational for their picks can be viewed at: www.TechnologyInvestor.com Jerome