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

To: Gottfried who wrote (1417)	7/9/2002 11:37:04 AM
From: Proud_Infidel	Respond to of 25522

G, Re: Conspiracy theory I have been thinking the same thing for awhile now. I have even less trust of the analysts than I used, to, if that is indeed possible. How they can downgrade near the bottom, with the upturn at hand(albeit with a slower 2H) is beyond me. As for the balance sheet, it speaks for itself, along with AMAT's conservative accounting and management who I trust with running a clean ship. Brian ******************************************* Taiwan Semiconductor Reports Growth Chip-Giant Taiwan Semiconductor Reports Sharp Growth in Sales TAIPEI, Taiwan (AP) -- Taiwan Semiconductor Manufacturing Co., the world's largest maker of made-to-order computer chips, said Tuesday its sales climbed 83 percent in June to 15.62 billion Taiwan dollars ($470 million) compared to the same month last year. The sales figure represented a 2.7 percent growth from May, the company said in a statement. Sales in the April-June period grew 23 percent to 44.18 billion Taiwan dollars ($1.3 billion) from the first quarter, the company said. The chip giant has seen a gradual improvement in business this year after a severe downturn last year in the global semiconductor industry that idled many of its production lines. TSMC is famous for inventing a new business model that involves setting up factories -- known as "foundries" or "fabs" -- that produce custom-made chips for electronics companies that don't wish to spend up to 100.5 billion Taiwan dollars ($3 billion) to construct a fab of their own.

To: Gottfried who wrote (1417)	7/9/2002 12:47:40 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 25522

Taiwan's memory makers report mixed results Semiconductor Business News (07/09/02 12:33 p.m. EST) TAIPEI, Taiwan -- While Taiwan's silicon foundry providers reported improved financial results for the month of June, the island's memory makers painted a mixed picture in the marketplace. Nanya Technology Corp., one of the Taiwan's largest DRAM makers, posted an unaudited pretax loss of $35.3 million (NT$1.18 billion) in the second quarter of 2002, according to the Dow Jones news service. The loss is a sharp reversal from a pretax profit of $36.2 million (NT$1.21 billion) in the first quarter, the report said. The company did not report its sales for the quarter, however. Taoyuan-based Nanya did say its revenue in June more than doubled to $50.6 million (NT$1.69 billion) from $18.2 million (NT$611 million) a year ago. Another local DRAM maker, Winbond Electronics Corp., said its sales grew 42% in June to $71.7 million (NT$2.40 billion) from $50.9 million (NT$1.70 billion) a year previously. Revenue for June showed slight growth when compared to last month's revenue of $66.8 million (NT $2.23 billion). The main cause for the increase was the recent stabilization DRAM pricing, according to Hsinchu-based Winbond. The company did not report its earnings. Today, Taiwan's two major silicon foundry vendors reported minor improvements in terms of their monthly sales figures for June, but analysts believe the companies are heading towards a slowdown (see today's story ).