Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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.

Technology Stocks : Rudolph Technologies Inc-(RTEC) -- Ignore unavailable to you. Want to Upgrade?

To: Road Walker who wrote (34)	11/27/2001 1:45:53 PM
From: Proud_Infidel	Respond to of 106

Korea, Europe, Taiwan lead chip equipment sales lower in Q3, says SEMI Semiconductor Business News (11/27/01 12:34 p.m. EST) SAN JOSE -- Worldwide semiconductor equipment sales dropped 20.2% sequentially in the third quarter to $5.63 billion from $7.07 billion in Q2, according to new market statistics released today by the SEMI trade group here. On a sequential basis, third-quarter tool shipments were the weakest in South Korea (-37.7%), Europe (-28.9%), and Taiwan (-24.6%) compared to Q2, but all major regional markets were substantially lower compared to Q2 sales, said Semiconductor Equipment and Materials International, which presented the new numbers at a breakfast briefing here. The third-quarter's $5.63 billion figure was 55.6% lower than $12.98 billion in Q3 of 2000 (see table below). To make matters worse for semiconductor equipment vendors, SEMI said worldwide orders for production systems totaled $3.92 billion in the third quarter, a decline of 75% from booking in period last year and 12% below Q2 orders this year. "The ongoing malaise in the semiconductor equipment sector resulting from poor economic conditions, excess capacity levels and weak end-unit demand has been apparent for some time," said Elizabeth Schumann, director of industry research and statistics at SEMI in San Jose. "Consequently, the significant decline in capital equipment shipments and third quarter results for the worldwide industry have been anticipated." Only the rest-of-world (ROW) segment showed sequential growth--rising 9.1% from Q2--mostly based on investments in China. However, the ROW segment was also down 54.7% in the third quarter from the same period last year. Scorecard for chip gear shipments Region Q3 2001 Q2 2001 Change from Q2 Q3 2000 Change from last year N. America $1.66 billion $2.15 billion -22.6% $3.51 billion -52.7% Japan $1.47 billion $1.78 billion -17.4% $2.61 billion -43.8% Taiwan $720 million $950 million -24.6% $2.53 billion -71.6% Europe $700 million $980 million -28.9% $1.67 billion -58.2% Korea $300 million $490 million -37.7% $930 million -67.3% ROW $790 million $720 million +9.1% $1.73 billion -54.7% Total $5.63 billion $7.07 billion -20.2% $12.98 billion -55.6% Source: SEMI

To: Road Walker who wrote (34)	12/12/2001 2:21:05 PM
From: Proud_Infidel	Respond to of 106

1:48PM Applied Materials (AMAT) 44.25 +0.31 (+0.7%): -- Update -- Prudential channel checks reveal that TSMC is upgrading its Fab 4 to 0.18/0.15/0.13 micron. Equipment companies could see orders in the Dec/Jan time frame, with upgrade likely about $350-$500 mln in equipment. Primary beneficiaries include AMAT, KLAC, NVLS, LRCX, RTEC.

To: Road Walker who wrote (34)	12/27/2001 11:42:31 AM
From: Proud_Infidel	Read Replies (1) \| Respond to of 106

Practically anyone who can is selling shares...... Date Who Shares Stock Transaction ADVERTISEMENT 30-Nov-01 CRAIG, PAUL Director 100,000 RTEC Sold at $37.18/Share. Proceeds of $3,718,000. 27-Nov-01 RING, CARL E JR Director and Beneficial Owner * 100,000 RTEC Sold at $37.91/Share. Proceeds of $3,790,800. 27-Nov-01 LIBERTY PRTNRS HLDNGS 2 LLC 10% Beneficial Owner * 100,000 RTEC Sold at $37.91/Share. Proceeds of $3,790,800. 27-Nov-01 LIBERTY PARTNERS HOLDINGS 2 LLC 10% Beneficial Owner 100,000 RTEC Sold at $37.91/Share. Proceeds of $3,790,800. 27-Nov-01 LIBERTY CAPITAL PRTNRS INC 10% Beneficial Owner * 100,000 RTEC Sold at $37.91/Share. Proceeds of $3,790,800. 27-Nov-01 FISHER, STEPHEN J Director and Beneficial Owner * 100,000 RTEC Sold at $37.91/Share. Proceeds of $3,790,800. 27-Nov-01 CRAIG, PAUL Director 40,000 RTEC Sold at $37.69/Share. Proceeds of $1,507,600. 26-Nov-01 RING, CARL E JR Director and Beneficial Owner * 65,000 RTEC Sold at $36.47/Share. Proceeds of $2,370,550. 26-Nov-01 FISHER, STEPHEN J Director and Beneficial Owner * 65,000 RTEC Sold at $36.47/Share. Proceeds of $2,370,550. 26-Nov-01 LIBERTY CAPITAL PRTNRS INC 10% Beneficial Owner * 65,000 RTEC Sold at $36.47/Share. Proceeds of $2,370,550. 26-Nov-01 LIBERTY PRTNRS HLDNGS 2 LLC 10% Beneficial Owner * 65,000 RTEC Sold at $36.47/Share. Proceeds of $2,370,550. 26-Nov-01 LIBERTY PARTNERS HOLDINGS 2 LLC 10% Beneficial Owner 65,000 RTEC Sold at $36.47/Share. Proceeds of $2,370,550. 20-Nov-01 MCLAUGHLIN, PAUL F Chairman of the Board,Chief Executive Officer,Officer and Director 52,000 RTEC Sold at $36.25/Share. Proceeds of $1,885,000. 19-Nov-01 BELLUCK, DAVID L Director 1,700 RTEC Sold at $35.10/Share. Proceeds of $59,670. 16-Nov-01 BELLUCK, DAVID L Director 18,300 RTEC Sold at $34.90/Share. Proceeds of $638,670. 16-Nov-01 BELLUCK, DAVID L Affiliated Person 20,000 RTEC Proposed Sale (Form 144). Estimated proceeds of $638,622. 14-Nov-01 ROTH, STEVEN R Chief Financial Officer,Officer 5,000 RTEC Sold at $35.02/Share. Proceeds of $175,100. 14-Nov-01 ROTH, STEVEN R Chief Financial Officer,Officer 4,028 RTEC Acquired Shares via Exercise of Options at $0.57/Share. Cost of $2,296. 6-Nov-01 LOITERMAN, ROBERT M Officer,Divisional Officer * 4,000 RTEC Sold at $29.94/Share. Proceeds of $119,760. 6-Nov-01 LOITERMAN, ROBERT M Officer,Divisional Officer 4,000 RTEC Acquired Shares via Exercise of Options at $0.73/Share. Cost of $2,920. 2-Nov-01 LOITERMAN, ROBERT M Officer,Divisional Officer 8,000 RTEC Exercised Options at Average of $0.59/Share and Sold at $29.50/Share. Proceeds of $231,251.