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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: StanX Long who wrote (65302)	8/12/2002 10:58:14 PM
From: Gottfried	Read Replies (1) \| Respond to of 70976

LOL, Stan. :) This is not OT. The bpNYA [similar to the bpNYSE] finally reversed UP into Xs today. This is the PnFer's equivalent of your team winning the superbowl. It means BUY [with the usual cautions]. stockcharts.com for PnF-phobic chartists stockcharts.com At the same time, today Smart Money mag arrived and its cover article deals with non-stock investments only. To ensure they will be right, there's a warning at the end to keep an eye on stocks, too. Gottfried

To: StanX Long who wrote (65302)	8/12/2002 11:46:46 PM
From: Robert O	Respond to of 70976

ot Since it's late I feel I can add one more if you have not seen it already. A city boy, Kenny, moved to the country and bought a donkey from an old farmer for $100.00. The farmer agreed to deliver the donkey the next day. The next day the farmer drove up and said, "Sorry son, but I have some bad news, the donkey died." Kenny: "Well then, just give me my money back." Farmer: "Can't do that. I went and spent it already." Kenny: "OK then, just unload the donkey." Farmer: "What ya gonna do with him?" Kenny: "I'm going to raffle him off." Farmer: "You can't raffle off a dead donkey!" Kenny: "Sure I can. Watch me. I just won't tell anybody he is dead." A month later the farmer met up with Kenny and asked, "What happened with that dead donkey?" Kenny: "I raffled him off! I sold 500 tickets at two dollars a piece and made a profit of $898.00." Farmer: "Didn't anyone complain?" Kenny: "Just the guy who won. So I gave him his two dollars back." Kenny grew up and eventually became the chairman of Enron.

To: StanX Long who wrote (65302)	8/13/2002 3:24:00 AM
From: StanX Long	Respond to of 70976

Government seeks to boost Taiwan's display industry By Valerie Ho, Special to The China Post Tuesday August 13, 12:00 AM sg.news.yahoo.com After spending more than NT$8 billion in the last few years, local TFT-LCD makers plan to secure their position as a leader in supplying flat panel display products by keeping the key component industry within Taiwan and moving more production into mainland China, said industry heads and government officials that congregated for a conference on Aug. 9. Currently, Taiwan makes medium-sized panels for notebook PCs and monitors and is also playing an important role in products such as organic light emitting diodes (OLEDs). Taiwan's Ritek Display Corp. approximates that this year it will ship 2 million OLED panels for mobile phones. Next year, the company estimates shipment to reach 10 million. These figures would add up to approximately half of the world's stock of OLED handset panels. According to Hwang Tai-yang, director of the government's Committee for Information Industry Development in Taiwan (CIID), "Taiwan is busily developing the supply chain. However, 31 percent of material costs are still non-Taiwan controlled and are bought from foreign companies. Steps are in place to create more local upstream involvement." In the last several years, Taiwan's LCD industry has benefited from double-digit and even triple-digit growth. It will reach a production value of NT$7.98 billion in 2002, which is almost a 40 percent share of the world's market. However, growth has somewhat subsided. With Korean LCD fabrication facilities emerging, increasing panel supply will probably deflate prices without an increase in demand. CIID hypothesizes a 9.5 percent increase in 2003, and a decrease of the production value for Taiwan suppliers to NT$8.7 billion. In response to the rising competition, Taiwan and Japan companies including HannStar, Chi Mei Optoelectronics and Fujitsu Display Technologies Corp. will implement a three-point plan that will help Taiwan gain more control of the supply chain. The plan involves lowering expenses by making key components and machinery locally, developing consumer markets for the FPDs ¡X electronic books, TVs, and mobile handsets ¡X and investing more on R&D so that new innovations may be developed.

To: StanX Long who wrote (65302)	8/13/2002 11:17:09 PM
From: StanX Long	Read Replies (1) \| Respond to of 70976

Needham & Co.'s Osmena: Applied Materials Profitability New York, Aug. 13, 2002 (Bloomberg) -- quote.bloomberg.com Cristina Osmena, an analyst at Needham & Co., talks with Bloomberg's Catherine Yang via satellite about Applied Materials Inc.'s third-quarter profit reported today, the company's orders and the growth outlook for markets in Asia. Applied Materials is the world's biggest maker of semiconductor-manufacturing equipment. 01:07 Applied Materials' third-quarter profit and guidance 00:40 Performance outlook for Applied Materials: orders and sales 01:20 Possibility of cost cuts; outlook for profit, gross margins 00:40 Growth outlook for orders in Asian markets: Taiwan 00:48 "Buy" recommendation on Applied Materials and outlook Running time 4:35.