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

To: Jacob Snyder who wrote (59379)	1/25/2002 1:24:28 AM
From: advocatedevil	Respond to of 70976

Jacob, Yeah, that's what I thought too. That's why the comment caught my attention. After reading the article I did a scan of AMAT's most recent 10K to see what I could find. Per their filing: __________ "For fiscal 2001, net sales as a percent of Applied's total net sales to customers in each region were: North America (primarily the United States) 29 percent, Japan 26 percent, Taiwan 15 percent, Europe 15 percent, Asia-Pacific 9 percent and Korea 6 percent... For fiscal 1999 and fiscal 2001, Intel Corporation accounted for more than 10 percent of Applied's net sales. For fiscal 2000, no individual customer accounted for more than 10 percent of Applied's net sales." __________ Notice that TSM was not mentioned as a greater than 10% customer for 2001 while Intel was. Based on this, I suspect that the article's author may have made an error with the comment. AdvocateDevil

To: Jacob Snyder who wrote (59379)	1/25/2002 7:30:23 AM
From: advocatedevil	Read Replies (2) \| Respond to of 70976

"TSMC Q4 net profit points to better '02" biz.yahoo.com snips: "The company's closely watched capacity utilisation rate, which had risen to 50 percent in the fourth quarter of 2001, was expected to climb to 70-80 percent in 2002, TSMC Chairman Morris Chang told Reuters last week."... "TSMC still expected steady growth in the computer and consumer chip sectors but was cautious about the demand pickup in the communications chip sector, said Rick Tsai, TSMC's chief operating officer. That uncertainty was among reasons why the microchip giant said 2002 capital expenditure would fall 25 percent from last year's US$2.2 billion."... Even during the annual slack season in the first quarter, TSMC expected a 5-10 percent increase in sales over the fourth quarter last year... AdvocateDevil