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

To: Fred Levine who wrote (45606)	4/19/2001 6:32:51 PM
From: michael97123	Respond to of 70976

"kannehurra" Is that the way to spell it? In all my days, i have never seen a rally quite like this. AfterHours indicate another up limit morning. Amat at 61. The institutions have been shut out of the rally and everytime they come to shop, the prices go thru the roof---what we have now is NO SELLERS to meet the demand and I suspect although there will be moderate pull backs, it will be this way for another 300-400 naz points. Kannehurra.

To: Fred Levine who wrote (45606)	4/19/2001 8:12:37 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 70976

Chartered says fab utilization to hit mid-40% range in Q2 after reporting loss Semiconductor Business News (04/19/01 19:30 p.m. EST) SINGAPORE--Hammered hard by the downturn in silicon foundry markets, Chartered Semiconductor Manufacturing Pte. Ltd. here on Friday (April 20) reported a net loss of $30.9 million on revenues of $206.7 million in the first quarter. Chartered's revenues were 35.1% lower than they were in the fourth quarter of 2000. The company said its foundry shipments declined sequentially by 31.9% in the first quarter to 166,400 eight-inch equivalent wafers compared to 244,300 wafers in the fourth quarter. Compared to a year ago, Chartered's wafer shipments were 20.8% lower than 210,100 in the first quarter of 2000. Chartered is forecasting a 25% sequential drop in revenues during the second quarter from Q1 sales. Its capacity utilization is now expected to plunge to the mid-40 percent range from 61% in the first quarter. The world's third largest silicon foundry said it has now lowered its planned wafer capacity for 2001 to about 1.18 million eight-inch equivalent wafers from a previous plan of 1.25 million. "There is growing evidence that the semiconductor industry is facing one of its most challenging years," said Barry Waite, president and CEO of Chartered. "Weakening economic conditions are prolonging the time required for our customers to bring inventory levels back into balance, particularly in the communications segment." Chartered said its 61% capacity utilization rate in the first quarter was down from 104% in Q1 of 2000 and 94% in Q4 last year. The average selling price for Chartered's processed wafers increased 9.5% to $1,242 in the first quarter compared to $1,134 in the period last year, but ASPs declined 4.8% from $1,304 due to product mix changes and pricing pressures, the company said. The Singapore foundry company said it has lowered its capital spending targets for 2001 to $1 billion from a previous plan of $1.2 billion. Chartered invested $911 million in capital expenditures last year. While it is trimming its spending plans for 2001, Chartered said it is not changing the time frame for production in its 300-mm Fab 7, which is slated to begin manufacturing in the middle of 2002.

To: Fred Levine who wrote (45606)	4/20/2001 1:00:19 AM
From: Paul V.	Read Replies (1) \| Respond to of 70976

Fred and Brian, It is my understanding that Intc is now getting ready to ship copper circuitry at .18 micron from the 12 in. wafer chip after January. Also, in the lab there is work on the .13 micron chip. Smaller and faster is the name of the game. I understand the manufacturers can get 2 1/4 more chips from the 12 in wafer. My concern is, Will the increased capacity create a glut in chips and make it a commodity with little margin. Those companies not in tha game will be left behind since they will not be able to produce the chips (quanity) at lower cost. An example is the buying power of Wal*Mart and how they can purchase ay a lower cost and therefore sale at a lower price. These last waves as expressed by Morgan will be very important for the expansion of technology the next 10 years, IMO. Once we reach .03 Micron withing the next 36 months (Moores Law). Just my opinion. Paul