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

To: Gottfried who wrote (48581)	6/30/2001 12:25:23 AM
From: The Ox	Read Replies (2) \| Respond to of 70976

nasdaq.com\www\Nasdaq\news\35\2001\06\29\200106291855DOWJONESDJONLINE000623.html

To: Gottfried who wrote (48581)	6/30/2001 12:35:23 AM
From: advocatedevil	Read Replies (1) \| Respond to of 70976

Chips pull back as outage cuts action snip: "Brett Hodess at Merrill Lynch said Intel is on schedule with its 300mm plans and that he believes that Intel has placed lump-sum orders for shipments to begin late this year through the first half of 2002. Hodess said, according to a research note, the lump sum orders are a change from previous years when the orders would be spread out over two to three quarters. Intel shares (INTC: news, msgs, alerts) fell 1.3 percent to $29.25. "Given that Intel represents almost 20 percent of worldwide capital spending for 2001, investors have been focused on any change to Intel's spending plans as a barometer of industry health," Hodess said. "The fact that they may be concentrating orders into a shorter period for the first wave of 300mm production equipment could be a short-term positive for the stocks as it could boost the orders of some companies in the near term. Applied Materials is one of those that could get such a boost." However, he said the equipment companies could face some order shortages in later quarters if other chipmakers fail to make up for Intel's consolidated orders." marketwatch.com "Intel's plans lift chip equipment makers (AMAT, KLAC, NVLS, INTC) By Tomi Kilgore Analyst Brett Hodess at Merrill Lynch said that checks with sources indicate that Intel's orders for shipment that start in late-2001 through the first-half of 2002 for 300mm chip equipement are being placed, or have already been placed. The value of the orders for the 300mm equipment are mostly inline with expectations, he said in a note to clients. Hodess believes Intel's spending plans could be a short-term positive for chip equipment makers, but sees risk that "orders could weaken again a bit" in the following quarter. Among stocks in that group, Applied Materials (AMAT) is rallying $2.24 to $51.81, KLA-Tencor (KLAC) is climbing $1.08 to $58.55 and Novellus (NVLS) is gaining $1.59 to $56.37. Intel (INTC) is also getting a lift, advancing 68 cents to $30.32." marketwatch.com; AdvocateDevil