Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Gottfried who wrote (2844)	9/3/2002 8:26:01 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 25522

re: an explanation for today's drop: Don't you feel the ISM numbers caused the collapse... they really were dreadful. It looks like the double dip, thats the issue. In what ISM said was a cause of concern for manufacturers the rest of the year, the new orders index fell in August to 49.7 after having tumbled more than 10 points in July to 50.4. biz.yahoo.com

To: Gottfried who wrote (2844)	9/3/2002 8:57:27 PM
From: Ian@SI	Read Replies (1) \| Respond to of 25522

VLSI now seeing early signs of recovery (today's extract from the Chip Insider at vlsiresearch.com ). 0.13µ yields have improved such that it's more cost effective than 0.15µ or above production. However, Test capacity for 0.13µ is insufficient for a ramp in that feature size production. Further INTC has announced plans to ramp up 90nm production next year leaving most of the rest of the world at least 1 generation behind the leader. So they are seeing the start of a traditional new cycle for Semi Equipment starting with the orders for leading edge Test capacity.