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To: Earlie who wrote (174434)6/21/2002 4:02:20 PM
From: LLCF  Read Replies (3) | Respond to of 436258
 
Yea, was just pumping you up on GSL... Is IWS the water one??? Up huge today!

daK



To: Earlie who wrote (174434)6/21/2002 4:35:09 PM
From: yard_man  Read Replies (1) | Respond to of 436258
 
oh good grief ... there you go again. It's only up a piddling .06 <vbg>



To: Earlie who wrote (174434)6/21/2002 9:02:00 PM
From: robnhood  Read Replies (1) | Respond to of 436258
 
Subject 26703

BTW IBMuhhh puts rule
t'aint nuthin purrtier than little Miss innocent facin the ninth degree
that's double sweet profits



To: Earlie who wrote (174434)6/22/2002 10:16:53 AM
From: JHP  Read Replies (5) | Respond to of 436258
 
Earlie
regarding GSL
not that you want to hear this
BUT
you recommened GSL over $1.40 US right here on this thread!!
you stated you thought it would go down ,start buying @$1.00!!
thank god i never did,but did buy it under $.15.
so i am doing fine.
regasrds john



To: Earlie who wrote (174434)6/24/2002 3:50:32 AM
From: maceng2  Read Replies (2) | Respond to of 436258
 
Photoresist Sales Fell 23% in 2001, Dataquest Says

Online staff -- Electronic News, 6/20/2002

Photoresist sales reached their lowest levels in more than a decade last year, according to a recent report from market researcher Gartner Dataquest, but seasonal demand should return by the end of 2002.

A glut of inventory and slow end-user demand caused a 23 percent decline in photoresist sales in 2001, Dataquest said, with photoresist revenues totaling $663 million for the year compared with $859 million in 2000.

"In 2001, photoresist sales into the semiconductor industry were the worst we’ve seen since we started tracking the photoresist market in 1990," said Klaus Rinnen, chief analyst and director of Gartner Dataquest’s semiconductor manufacturing group, in a statement. "Although, by the end of 2002 we expect that typical seasonal demand cycles will have returned to the semiconductor market, however strong they might be."

Tokyo Ohka Kogyo maintained the No. 1 position in the photoresist market in 2001, but it showed the biggest revenue decline among the top five vendors, Dataquest said. All five of the top vendors saw their revenues slide, but Shin-Etsu Chemical showed the strongest increase in market share. Focusing its product offering on the fastest-growing segment of the photoresist market, deep-ultraviolet (DUV) resists, helped the company move from being the No. 6 vendor in 2000 to the No. 4 spot in 2001, the company said.

Tokyo Ohka Kogyo was ranked No. 1 with 22.6 percent of the market and $150.1 million in revenues, followed by Shipley with 21 percent and $139.2 million in revenues, JSR with 17.7 percent and $117.6 million in sales, Shin-Etsu Chemical with 10.6 percent and $70.1 million in revenues and Arch Chemicals with 9.6 percent and $63.7 million in revenues. All other vendors held a cumulative 18.5 percent share of the market with $122.2 million in revenues.

On a regional basis, the Americas had the strongest sales in terms of revenue, surpassing Japan, Dataquest said. Japan was hit particularly hard by the downturn, and sales fell by 33 percent. In terms of volume, however, Japan remained the largest photoresist consumer.

Analysts for the San Jose-based research company said they believe the photoresist market is showing signs of a recovery.

"Already today, material vendors are seeing increased business activity as fab activity is finally improving," said Takashi Ogawa, principal analyst at Dataquest’s semiconductor manufacturing research group. "Since the third quarter of 2001, silicon demand has been rising on a sequential quarterly pattern. The big question is whether the current inventory-replenishment-driven improvements will have legs when true demand comes to light."

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