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

To: Proud_Infidel who wrote (3156)	9/22/2002 9:57:25 AM
From: Proud_Infidel	Read Replies (1) \| Respond to of 25522

NEC now expects profit instead of loss By Jack Robertson EBN (09/20/02 12:37 p.m. EST) NEC Corp. on Friday said instead of an earlier forecast of a $122 million loss in the six months ending Sept. 30, the firm will make a slim $8 million net profit. For the full fiscal year ending next March 31, NEC is sticking with its original projection of $81 million net income. The Japanese electronics giant lowered its six months sales estimate to $17.8 billion from an original forecast of $18.1 billion. For the fiscal year ending next March 31, the firm cut is sales projection from $41.5 billion to $39.4 billion. NEC in a statement said the slow Japanese market for PCs, mobile handsets and servers caused the lower sales estimates. However, the company said semiconductor sales are expected to be better than originally forecast. Despite the reduced sales, net income held up, due to the company's aggressive restructuring measures to cut costs, NEC said.

To: Proud_Infidel who wrote (3156)	9/22/2002 2:02:00 PM
From: Cary Salsberg	Respond to of 25522

RE: "The largest negative impact, meanwhile, looks set to befall ASIC designers, who may only want to run 500 wafers over a product life cycle. "At 300 mm, that would be only 200 [wafers]," said Chiang. "If your mask costs are more than half a million dollars to produce only 200 wafers, that's very expensive." Another reason to use programmable logic. The article also mentioned that time to market is more critical for consumer oriented products than the PC and consumer is the new driver. Time to market is another reason to use programmable logic.