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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?


To: robert b furman who wrote (1011)6/4/2002 2:39:39 PM
From: Proud_Infidel  Read Replies (1) | Respond to of 25522
 
Metrology and inspection tool market to grow by 33% in 2002, says report
By Semiconductor Business News
Jun 4, 2002 (11:16 AM)

NEW TRIPOLI, Penn. -- The metrology and inspection tool market for chip applications is expected to hit $6.1 billion in revenues in 2002, a 33% growth rate over 2001, according to a new report from The Information Network here today.

The total worldwide market for metrology and inspection tools was $4.578 billion in 2001, up 130.1% from $1.99 billion in 2000, according to the New Tripoli-based research house.

"The expanded use of [metrology and inspection] tools is assured with the increasing difficulties and higher production cost of semiconductor manufacturing," said Robert N. Castellano, president of The Information Network.

"Existing fabs continue to upgrade their monitoring capabilities by adding more units to their leading-edge fabs,” he said. “New 300-mm fab construction will account for about 40% of sales in the inspection sector," he said.

"In addition to the large [metrology and inspection] market growth, the entire front-end semiconductor equipment market will grow 8.2% in 2002,” he added.

The CD-SEM market will grow 45.1% in 2002 to $1.5 billion. Japan's Hitachi Ltd. led the market with a 58% share in 2001, followed by KLA-Tencor Inc. and Applied Materials Inc.

The wafer-defect inspection market will grow 28.1% in 2002 to $3.7 billion. KLA-Tencor led the market with a 77.3% share in 2001. Other vendors in the arena include Applied Materials, Hitachi, Inspex, August Technology, Schlumberger, FEI, Philips Analytical, and Olympus.

The automated defect market (defect review) market will grow 34.0% in 2002 to $900 million. Applied Materials led the market in 2001 with a 68.8% share.



To: robert b furman who wrote (1011)6/4/2002 3:32:19 PM
From: Jerome  Read Replies (1) | Respond to of 25522
 
>>>No debt -1.6 billion in cash and no customers and no buyers <<<

Be careful Bob...they might start buying up Dodge/Chrysler dealerships....<g>

Let see how it plays out...You bought JDSU...Brian bought some EMC and I bought some DYN....

I already choked on the EMC, CIEN and GLW I bargain prices some time back. I didn't feel like I needed to repeat the feelings that went with those buys.

Good luck....Jerome