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


To: Proud_Infidel who wrote (51309)8/30/2001 9:26:11 PM
From: advocatedevil  Respond to of 70976
 
"Novellus sees Q3 shipments lower than forecast"

biz.yahoo.com

snip:

PALO ALTO, Calif., Aug 30 (Reuters) - Semiconductor equipment maker Novellus Systems Inc. (NasdaqNM:NVLS - news) Thursday warned that its third-quarter bookings and shipments would be on the low end of prior forecasts because of lower-than-expected demand for some products.

AdvocateDevil



To: Proud_Infidel who wrote (51309)8/30/2001 10:29:48 PM
From: StanX Long  Read Replies (2) | Respond to of 70976
 
Brian, wow Fab utilization likely to be in low-20% range, says Singapore foundry.

I am sure they have not laid off 80% of their people, so as time continues to tick this surely will be bad for the employment situation if a turn-around is not near.

:0(

Stan



To: Proud_Infidel who wrote (51309)8/30/2001 11:40:08 PM
From: Dr. Mitchell R. White  Read Replies (2) | Respond to of 70976
 
Thanks, Brian. It's ugly, that set of numbers. But in line with others we're seeing from around the world.

The Real Bad News: The "lack of visibility" for the future. Actually, they've got visibility; they just don't like what they see.... <sigh>

Mitch