SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?


To: Tito L. Nisperos Jr. who wrote (55290)11/9/2001 2:24:15 PM
From: advocatedevil  Respond to of 70976
 
Dataquest, VLSI Research reduces forecast for chip-equipment in 2002
Semiconductor Business News
(11/09/01 13:44 p.m. EST)

(I copied this from the other thread - Thank you Brian)

SAN FRANCISCO -- Here's more dismal news for suppliers of semiconductor equipment: Two major market research houses--Dataquest Inc. and VLSI Research Inc.--are quietly lowering their respective forecasts for this industry in 2002.

Already hit hard by the sharp IC downturn, the worldwide chip-equipment market is projected to fall by 30% in 2001 over 2001, according to Dataquest of San Jose.

In 2002, Dataquest originally projected that the chip-equipment market would rebound to some degree and fall by only 10%. But now, the market research firm is reportedly looking to lower that forecast to a decline of 20% next year, sources said.

Others are not so bleak. Originally, VSLI Research projected that the semiconductor-equipment market would grow 10% in 2002. Now, VSLI Research projects only 3-4% growth in 2002, which is still a major improvement over this year, said Risto Puhakka, who tracks the chip-equipment market for the San Jose-based company.

"Business will pick up next year," Puhakka said. "We see the market picking up in the second or third quarter of next year."

AdvocateDevil



To: Tito L. Nisperos Jr. who wrote (55290)11/9/2001 4:16:07 PM
From: advocatedevil  Read Replies (1) | Respond to of 70976
 
"Gearing up for next week's late action"

Reports due from Applied Materials, Sycamore, BEA Sys

By Nicole Maestri, CBS.MarketWatch.com
Last Update: 3:43 PM ET Nov. 9, 2001

marketwatch.com

AdvocateDevil