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

To: StanX Long who wrote (8657)	2/18/2003 10:04:40 PM
From: StanX Long	Read Replies (1) \| Respond to of 95776

This may have already been posted, Stan. :0) Intel Arizona Chip Plant Getting $2 Billion Upgrade Tue Feb 18, 7:00 PM ET Add Technology - Reuters to My Yahoo! news.yahoo.com By Duncan Martell SAN JOSE, Calif. (Reuters) - Intel Corp. (NasdaqNM:INTC - news), the world's largest semiconductor manufacturer, said on Tuesday it would spend $2 billion to upgrade an Arizona plant with cutting-edge chip-making technology, saying it wanted to outpace rivals when the market began to recover. The plant will begin processing roughly dinner-plate-sized silicon wafers with average features on the chips as close together as 65 nanometers in late 2005, Intel said at a developer conference in San Jose, California. By using larger wafers, which are cut into chips, and fitting transistors closer together, Santa Clara, California-based Intel can produce chips more efficiently and create microprocessors that run cooler and faster. "We always position ourselves with enough capacity to grow faster than the industry," Intel Chief Executive Craig Barrett told reporters in a round-table discussion ahead of his keynote speech to some 4,000 hardware and software engineers here. Microchip makers have cut back on building new plants and buying new chip making equipment amid the worst downturn on record in the semiconductor and telecommunications industries and the overall information technology sector. "By most accounts we're at the bottom and we've only got one direction to up and that's up," Barrett said at a press conference following his speech. Barrett returned to familiar themes for the 34-year-old company, articulating his belief that computing and communications are converging, a trend that will spur demand and boost profits at technology companies. During the Internet boom of the late 1990s, Intel invested aggressively in the communications and networking industries, acquiring more than two dozen small companies. Intel's communications business is still losing money and it's unclear when it will move into the black, Barrett said. "It's trying to recover, but it's very hard," Barrett said at the press briefing.

To: StanX Long who wrote (8657)	2/18/2003 10:06:43 PM
From: Nutty Buddy	Read Replies (1) \| Respond to of 95776

LRCX looking nice in the group. Updated intermediate term moving average strength tables for today's close. Each condition has its own color. Coding is also provided for 50 day EMAs, 200 day SMAs, and 200 day EMAs. See the legend at the bottom of the tables for an explanation of each condition: Semiconductor Equipment Stocks: home.mindspring.com Semiconductor Manufacturing Stocks: home.mindspring.com ________________________________________________________ Semiconductor Equipment Stocks Price To 50 and 200 Day EMA: home.mindspring.com ___________________________________________________________ Other sectors and groups I currently follow: Software Stocks: home.mindspring.com REITS: home.mindspring.com Exchange Traded Funds: home.mindspring.com 250 Stocks I Follow: home.mindspring.com Sectors I follow (this one updates weekly): home.mindspring.com Buddy home.mindspring.com

To: StanX Long who wrote (8657)	2/18/2003 10:22:03 PM
From: Gottfried	Respond to of 95776

Stan, thanks for posting the Walmart news. I hear they sold lots of duct tape and plastic sheets. :) G. [end]

To: StanX Long who wrote (8657)	2/18/2003 11:29:18 PM
From: Lizzie Tudor	Respond to of 95776

the important thing about these walmart numbers is that they are being attributed to technology, specifically the Walmart B2B procurement system. Showplace sites like this are the kind of thing we need to get some capex spending going again. In the 90s we had Dell and Amazon and some others (even sadly Enron) to show what tech can do but those are old stories now.

To: StanX Long who wrote (8657)	2/19/2003 12:20:37 AM
From: StanX Long	Read Replies (1) \| Respond to of 95776

A couple of story giving a mixed signal, Stan. ASM Pacific's Lam: 2002 Profit, Sales and Strategy Patrick Lam, managing director of ASM Pacific Technology Ltd., talks with Bloomberg's Kenneth Wong about the company's full-year profit, sales growth and goals in the next few years. Profit for Hong Kong-based ASM, the world's biggest maker of chip-assembly equipment, rose 23 percent last year after customers ordered more. Credence Systems First-Quarter Loss Widens as Expenses Increase Credence Systems Corp., which makes semiconductor-testing gear and hasn't been profitable for eight consecutive quarters, said its first-quarter loss widened because expenses rose. A loss in the current quarter is expected, the company said. More... Electro Scientific Says It Will Have 3rd-Qtr Net Loss (Update1) Electro Scientific Industries Inc., which makes equipment used to test electronic components, said it will have a third-quarter net loss of as much as 12 cents a share. Its shares fell 19 percent after hours. More... quote.bloomberg.com