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

To: Proud_Infidel who wrote (42792)	2/27/2001 7:07:03 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 70976

Altera says orders 'deteriorated' in February, predicts 24% drop in Q1 sales Semiconductor Business News (02/27/01 15:07 p.m. PST) SAN JOSE -- Altera Corp. today (Feb. 27) joined the parade of chip companies reducing revenues estimates for the first quarter. The supplier of programmable logic said sales through distribution channels have improved from the end of 2000 but not enough to hit its forecast. Furthermore, new orders "deteriorated" in February, raising the likelihood that resale revenues will fall at the end of the first quarter, Altera said. Consequentially, Alerta's management said it now expects Q1 revenues to be 24% lower than $368 million in the fourth quarter of 2000. "An industry-wide inventory correction began in the fourth quarter and now reduced end market consumption is exacerbating the impact of that correction," said John Daane, president and CEO of Altera. "We are seeing the effects of reduced capital spending by [Internet and telecom] service providers and other communications market end customers impact our customers' business and hence their purchases. The slowdown in end market activity is prolonging the inventory correction, but we believe that moderate sequential revenue growth will resume in the second half," he said.

To: Proud_Infidel who wrote (42792)	2/28/2001 1:31:54 AM
From: Katherine Derbyshire	Read Replies (2) \| Respond to of 70976

>>EUV alpha tool is now operational, says Intel lithography director<< I think maybe the author needs to listen a little more closely. I was sitting in the same sessions. The Engineering Test Stand is indeed operational and exposing resist. But an "alpha tool" as most of the industry understands it would be recognizable as a production-oriented design. Among other things, the ETS can't yet expose enough area to cover a full chip, can't even approach the exposure dose required for production throughput, and has only the most rudimentary wafer and mask handling capabilities. It's a great step forward, but it's not an alpha tool. Nor did I hear any of the presenters from the EUV LLC claim that it was. Harrumph. Katherine