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

To: robert b furman who wrote (7920)	11/5/2003 10:07:47 AM
From: BWAC	Respond to of 25522

OT. Yes the state is a great source for trees. You can buy 1000 pine seedlings for $25. And 200 to 500 hardwoods based on species for $25. This organization might be something that interests you. twbwf.org

To: robert b furman who wrote (7920)	11/5/2003 10:09:23 AM
From: Fred Levine	Read Replies (1) \| Respond to of 25522

I see OLEDs as inevitable and, thanks to Kirk, have made a small investment in PANL. I have emailed AMAT to find out whether they will be involved in manufacturing of OLEDs and have not received a reply. However AIXTRON is involved: <<AIXTRON is delighted to announce the sale and joint testing of AIXTRON’s 2 generation Organic Vapour Phase Deposition (OVPD) equipment with RiTdisplay Corporation, one of the world’s leading OLED manufacturers, situated in Hsinchu, Taiwan. RiTdisplay has successfully developed OLED main and sub-displays for mobile phones, instrument front panel displays, E-books, games, and personal digital assistants (PDA). AIXTRON and RiTdisplay will enter into a joint -testing agreement with the aim of qualifying the OVPD 2 generation tool for the mass production of RiTdisplay OLED displays. AIXTRON’s development of this highly sophisticated OVPD tool, suitable for 2 generation mother glass size (~370 x 470 mm) OVPD displays, began in 2002 as part of the OVPD joint development program with the Universal Display Corporation (UDC). The delivery of the OVPD system to RiTdisplay is planned before the end of this year. >> Can a techie elucidate. IMO, this could be big stuff. fred

To: robert b furman who wrote (7920)	11/10/2003 10:22:42 AM
From: Proud_Infidel	Respond to of 25522

Infineon's fiscal 2004 capex ranges up to $1.7 billion Peter Clarke 11/10/2003 9:17 AM EST MUNICH, Germany -- As part of a cautious outlook for 2004 given with Infineon Technologies AG financial results, Ulrich Schumacher, company president and chief executive officer, said that the company planned to spend between 1.0 billion euro and $1.5 billion euro on capital expenditure in the 2004 fiscal year, ending September 30, 2004. At the present euro to U.S dollar exchange rate that is between US$1.1 billion and $1.7 billion. Schumacher added that he planned for the company to make investments of between 200 million euro (about US$230 million) and 400 million euro (about US$460 million) during 2004. "I feel that we can talk about a market upswing but we should not become too enthusiastic. For the 2004 fiscal year we plan to make capital expenditures of between 1.0 billion euro and 1.5 billion euro and financial investments ranging between 200 million euro and 400 million euro. Given the more positive market prospects, we anticipate moving towards the upper end of this range," said Schumacher, in a statement.