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

To: Kirk © who wrote (62245)	3/22/2002 11:40:41 AM
From: Sam Citron	Read Replies (2) \| Respond to of 70976

Chips are expected to go from their current 0.7% GWP to 5.3% of GWP in not too many years. Yes, but... "Semiconductor sales would equal the gross world product in 60 years if the growth trends of the past three decades continue." So when do we reach "maturity"?... "Fig. 3 shows a plausible scenario of the steady state. [Semi sales/GWP] would be 3%. This is today's value doubled twice. Two doublings suggests 6 more generation of new technologies to 0.035um technology before reaching the steady state. At that time, the semiconductor industry is 25 times the present size in real dollars; one year's growth would be larger than today's entire industry. After 2030, the semiconductor industry may become a mature industry growing at the same rate as the GWP much like the automotive industry in the last 60 years or the airplane industry in the last 40 years." lxm.cs.pku.edu.cn [charts or "figures" not included in this copy] Sam

To: Kirk © who wrote (62245)	3/22/2002 5:58:02 PM
From: Return to Sender	Read Replies (1) \| Respond to of 70976

From Briefing.com: 2:01PM Applied Materials (AMAT) 52.31 +0.29: Despite some profit-taking early in the session, AMAT shares are slightly up following the co's analyst meeting yesterday and announcement of a 2 for 1 stock split, effective 4/16. Analysts remain fairly upbeat on the chip maker's recovery. CSFB writes "our checks confirm orders are on track for 10-15% seq growth, implying bookings of $1.2-1.3 bln;" firm believes strength is not broad-based and primarily focused in foundry and memory; notes that sustainability of bookings uptick off a depressed Q4 remains a concern. Merrill Lynch estimates that both earnings and revenues will be on the high end of previous guidance. Also on AMAT from On24 Analyst: AMAT is too expensive biz.yahoo.com RtS