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

To: Fred Levine who wrote (6200)	5/28/2003 9:45:05 AM
From: Proud_Infidel	Respond to of 25522

Japan's chipmaking equipment b-to-b stays low Semiconductor Business News (05/28/03 09:00 a.m. EST) TOKYO -- Global orders for Japanese semiconductor manufacturing equipment dropped 14 percent in April from a year earlier to 73.20 billion yen (about $620 million), according to a Dow Jones report quoting the Semiconductor Equipment Association of Japan. The book-to-bill ratio for Japanese equipment, computed as a three-month moving average, came to 0.78 in April, falling below the key 1.00-mark for the third month in a row, but up from the 0.71 recorded in March, the report said. It was also the second month of on-year declines although revenues were up 2.0% compared with April. The book-to-bill ratio stood at 0.95 in February and 1.05 in January, the account said.

To: Fred Levine who wrote (6200)	5/29/2003 11:40:46 AM
From: Proud_Infidel	Read Replies (1) \| Respond to of 25522

Sony to increase spending for semiconductor capex, R&D By Jack Robertson EBN (05/29/03 06:19 a.m. EST) Sony Corp. plans to spend $4.27 billion (500 billion yen) in the next three years on semiconductor capital investments and another $4.27 billion in semiconductor R&D during the same period, the company said Wednesday (May 28, 2003) The Japanese electronics giant said its chip capex for the fiscal year that started April 1 would be $1.5 billion (175 billion yen), while estimated R&D spending would be $1.25 billion. Sony said a major area of focus would be next-generation processors based on the CELL technology joint-development it has with IBM Corp. and Toshiba Corp. The new processors are targeted for future electronic game consoles, home servers, and broadband-capable TV. Sony said it would also increase its investment in the area of next-generation organic electroluminescent (OEL) and field effect displays (FEDs). The semiconductor capex and R&D goals are part of a corporate strategy to enhance Sony's global competitiveness. Sony said a major goal is to increase its current 4 percent operating profit margin to 10 percent by fiscal 2006.