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

To: Gottfried who wrote (2064)	8/5/2002 12:52:17 AM
From: StanX Long	Read Replies (1) \| Respond to of 25522

So if I read they chart correctly, for Tech, the % change for, EPS in 2002 was 11.6% and 2003 will be up 79% with a trailing PE of 43.5 and a forward PE of 23.3. Well, I've enough tech on hand to enjoy the upturn. Thanks Gottfried for the suppport. Good luck to all. Stan

To: Gottfried who wrote (2064)	8/5/2002 8:16:35 AM
From: Proud_Infidel	Respond to of 25522

Upturn in sight as chip firms put research first By Paul Dempsey, EE Times Aug 5, 2002 (3:24 AM) URL: siliconstrategies.com Chip companies are upping their research spending as they see an end to the downturn, writes Paul Dempsey. A series of confident financial statements has set up a welcome contrast with recent job loss announcements that cut more deeply than before into engineering resources. Leading the ranks of those “pushing the accelerator” on R&D is STMicroelectronics. Others include processor cores specialists ARM Holdings and ARC International. As ST posted its first-half figures, Pasquale Pistorio, president and CEO, said the R&D boost was a direct response to a bottoming out of the latest chip cycle: “We confirm that Q1 was the bottom of the semiconductor cycle and that we are now in recovery.” The figures showed ST already increasing its R&D spend. It rose to $258.3m for Q2 from Q1's $223.7m. This was also ahead of a $225.7m spend in Q2 2001. ST is currently spending 16.9% of net revenue on R&D and will maintain that percentage during its current Q3. R&D's proportion of ST's sales has been as low as 14.2% in Q1 2001.The increase will also be over and above the extra R&D resource ST now has as a result of the acquisition of Alcatel Microelectronics in June. ST did concern some observers by also announcing a cut in its overall capital expenditure, although the company attributes this largely to a shift to foundry production. At the once beleaguered ARC operation, R&D increases are thought to be likely to be more modest, but nevertheless demonstrate greater optimism at the company after a year of senior executive changes and heavy cost cutting. Mike Gulett, CEO, told EETimes that the company is going all out to package its intellectual property for specific markets, as shown by its recent launch of USBNow.. For this product ARC provides the silicon design, software, tools and the processor needed to build a USB product. R&D in the last quarter rose to £3.1m from £3m and will rise further, Gulett said. Elsewhere the company has been reducing overheads although this process is now “pretty much complete”. ARM has, in many respects, held fast to its R&D budgets and Warren East, CEO, confirmed late last month that the company is sticking to its plan to increase its engineering headcount by about 100 this year.

To: Gottfried who wrote (2064)	8/5/2002 9:06:37 AM
From: Proud_Infidel	Read Replies (2) \| Respond to of 25522

DRAM Prices Falling Below Break Even Point by Cho Hyung-rae (hrcho@chosun.com) Prices are continually falling for two of Korea¡¯s main export products, the DRAM semi-conductor and TFT-LCD. DRAM Exchange, an Internet trading site for semi-conductors said Sunday the price of the 128-mega DRAM, which was the country's main export in the first half, has fallen almost 50% in July. The price of the 128-mega DRAM was around US$2.05 last weekend, on the critical verge of falling below US$2. The price of the DDR (double data rate) DRAM, which is popular these days, is also falling continuously. The price of TFT-LCDs also fell in July. Samsung Electronics and LG Philips said, Friday, 15-inch and 17-inch LCD products will be reduced by up to US$20 to US$240 and US$350 to US$360, respectively. Major companies in Taiwan are expected to have to lower prices as will Japan¡¯s Toshiba and Hitachi. english.chosun.com