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

To: Rajiv Hargunani who wrote (1590)	7/17/2002 7:43:09 PM
From: Gottfried	Read Replies (2) \| Respond to of 25522

Rajiv, thank you very much for the download link! I'll print this out and spend some time reading it. Please don't be a stranger and post your observations. Gottfried

To: Rajiv Hargunani who wrote (1590)	7/17/2002 9:18:04 PM
From: Cary Salsberg	Read Replies (1) \| Respond to of 25522

There is a section in the report entitled "Declining Returns". It demonstrates that the authors are not very bright. This is their argument. If a company ships the same revenue volume of 300mm and 200mm tools, and a 300mm unit costs 1.4 times a 200mm unit, the return on the 300mm tools will be less because fewer units are shipped and it is a well known production fact that returns increase as unit volume ramps.

To: Rajiv Hargunani who wrote (1590)	7/17/2002 10:14:10 PM
From: Proud_Infidel	Respond to of 25522

Some bullish news for the equipment sector.... ASML expects to ship around 100 units in H2 AMSTERDAM, July 17 (Reuters) - Dutch semiconductor equipment maker ASML Holding NV (NasdaqNM:ASML - News) expects to ship around 100 new lithography units in the second half of this year, spokesman Tom Maguire told Reuters on Wednesday. The company had previously said it expected to ship between 70 and 90 machines in the period. ASML said earlier on Wednesday it made a loss of 98 million euros in the first half, when it shipped 78 units, including five refurbished ones. ASML is the world's second-largest maker of scanners and steppers, machines which map out semiconductor circuitry on silicon wafers. It ranks behind Japan's Nikon Corp (Tokyo:7731.T - News).