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

To: FJB who wrote (42338)2/17/2001 10:59:48 PM
From: advocatedevil  Respond to of 70976
 
Interesting comments Robert. If I recall correctly, something like 35% of Applied's backlog consists of service contracts. I expect this is high margin business that is unlikely to be cancelled or pushed out. This should be a positive going forward.

AMAT also did well this last quarter keeping operating margins up in the face of slowing sales. It appears their cost controls are having an immediate impact. Add to that some $300 million in unrealized revenues on the books that will help offset probable cancellations over the next quarter or two, and you end up with a company who is well positioned to weather the storm.

AdvocateDevil



To: FJB who wrote (42338)2/17/2001 11:25:32 PM
From: Katherine Derbyshire  Read Replies (1) | Respond to of 70976
 
>>If you take a look at R&D spending by Taiwanese foundries, it is rather low compared to IDMs, but they are keeping up with most IDMs in device performance. <<

In part this is because many of the foundries have signed technology licenses and/or development agreements with the IDMs. It's a way for the IDM to get a leading edge capacity buffer without actually building an extra fab.

Katherine


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