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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: BWAC who wrote (7816)	12/19/2002 1:25:20 PM
From: Return to Sender	Read Replies (1) \| Respond to of 95536

Dataquest sees less chip equipment market growth in 2003 siliconstrategies.com By Peter Clarke Semiconductor Business News (12/19/02 07:43 a.m. EST) SAN JOSE, Calif. -- Dataquest Inc., a market research subsidiary of Gartner Inc., said today (December 19, 2002) that it now sees worldwide semiconductor capital spending reaching $32 billion in 2003 and wafer fab equipment spending reaching $18.5 billion in 2003. This compares with figures of $47.3 billion and $26.9 billion for those markets respectively that Dataquest was quoting as recently as July 2002 (see July 11 story). After two years of contraction, worldwide semiconductor capital spending and wafer fab equipment spending should return to double-digit growth in 2003, Dataquest said, although in July it had been predicting year-on-year growth at more than 30% for both markets. Worldwide semiconductor capital spending is now projected to grow 15% in 2003 to $32 billion, up from $27.8 billion in 2002. Worldwide wafer fab equipment spending is now expected to total $18.5 billion, a 16% increase from 2002 revenue of $15.9 billion, the company said. “Spending will be driven by a continued need for advanced technology to keep innovation going and manufacturing costs down, and a renewed need for more capacity,” said Klaus Rinnen, chief analyst and director of Gartner Dataquest's semiconductor manufacturing group, in a statement. “Technology buys for leading-edge devices have been the key drivers for equipment purchases during 2002 and into 2003. Implementations of technologies associated with copper and 193-nm deep-UV were the bright spots for new equipment purchases in 2002, and will continue to be focal points in 2003," Rinnen said. BWAC, Bob, I think that unless you can somehow manage to discuss semiconductors at the same time as you discuss cars and trucks you should be kind enough to simply PM each other in the future so we don't all have to read the off topic discussion. Thank you, RtS

To: BWAC who wrote (7816)	12/19/2002 2:46:44 PM
From: robert b furman	Read Replies (1) \| Respond to of 95536

Hi RtS, If that dealer has 1% advertising (the factory's are cramming the programs up our butts -s o I suspect he does whatever the msrp is multiply times .8881279 and that will get you his floorplanned amount. Quarterly dealers get 3% back from the factory - but most dealers (myself included view that as what pays the light and heat. From that all incentives should be subtracted.So give him a 100.00 over to pay the sales rep and he makes a holdback - that a very good deal for all involved. If he makes a little more on a contest good for him and his hustle. If I found out about anybody passing that kind of a deal I'd chew em out. But then I've got an aggressive attitude about getting/making more customers. so 44000 x .8881279 = 39077 +100. 39177 - 2000 rebate = 37177.Note rebate can't be combined with APR so cost with 60 mnoth apr would be 39177. Hope that helps. Bob