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To: Gottfried who wrote (13390)2/17/2004 11:15:48 PM
From: StanX Long  Read Replies (1) | Respond to of 95738
 
Silicon wafer market to see double-digital growth

Silicon Strategies
02/17/2004, 6:50 PM ET

SAN JOSE, Calif.--Worldwide silicon wafer area shipments increased by 10 percent in 2003 over 2002, with double-digit growth projected for 2004, according to the SEMI Silicon Manufacturers Group (SMG).

Silicon wafer revenues grew by 5.5 percent in 2003 over 2002, according to SMG. Area shipments in 2003 totaled 5,149 million square inches (MSI), up from the 4,681 million square inches shipped during 2002, according to the group.

Fourth quarter silicon area shipments increased 6.5 percent from the prior quarter and were about 23 percent higher than the fourth quarter of 2002.

"Capacity utilization is tightening, as demand heats up for silicon wafers," said John Kaufmann, chairman of SEMI SMG and vice president of marketing for MEMC Electronic Materials Inc., in a statement "Another year of double-digit growth for silicon is forecasted in 2004, fueled by 300-mm production ramps in the fabs, greater end-market demand for consumer electronics, and strengthening in the U.S. economy."



To: Gottfried who wrote (13390)2/18/2004 10:58:11 PM
From: Gottfried  Read Replies (2) | Respond to of 95738
 
bpNDX fell one to 69% [CTAS]
Feb04 Feb05 Feb06 Feb09 Feb10 Feb11 Feb12 Feb13 Feb17 Feb18
AAPL
ALTR AAPL AAPL AAPL AAPL AAPL AAPL
AMAT ALTR ALTR ALTR ALTR ALTR AAPL AAPL ALTR AAPL
APCC AMAT AMAT AMAT AMAT AMAT ALTR ALTR AMAT ALTR
APOL APCC APCC APCC APCC APCC AMAT AMAT APCC AMAT
ATYT APOL APOL APOL APOL APOL APCC APCC APOL APCC
BBBY ATYT ATYT ATYT ATYT ATYT APOL APOL ATYT APOL
BIIB BBBY BBBY BBBY BBBY BBBY ATYT ATYT BBBY ATYT
BMET BIIB BIIB BIIB BIIB BIIB BBBY BBBY BIIB BBBY
CDWC BMET BMET BMET BMET BMET BIIB BIIB BMET BIIB
CECO CDWC CDWC CDWC CDWC CDWC BMET BMET CDWC BMET
CEPH CECO CECO CECO CECO CECO CDWC CDWC CECO CDWC
CHKP CEPH CEPH CEPH CEPH CEPH CECO CECO CEPH CECO
CMCSA CHKP CHKP CHKP CHKP CHKP CEPH CEPH CHKP CEPH
CMVT CMCSA CMCSA CMCSA CMCSA CMCSA CHKP CHKP CMVT CHKP
COST CMVT CMVT CMVT CMVT CMVT CMVT CMVT COST CMVT
CPWR COST COST COST COST COST COST COST CPWR COST
CSCO CPWR CPWR CPWR CPWR CPWR CPWR CPWR CSCO CPWR
CTAS CSCO CSCO CSCO CSCO CSCO CSCO CSCO CTAS CSCO
DELL CTAS CTAS CTAS CTAS CTAS CTAS CTAS EBAY EBAY
EBAY EBAY EBAY EBAY EBAY EBAY EBAY EBAY ESRX ESRX
ESRX ESRX ESRX ESRX ESRX ESRX ESRX ESRX EXPD EXPD
EXPD EXPD EXPD EXPD EXPD EXPD EXPD EXPD FAST FAST
FAST FAST FAST FAST FAST FAST FAST FAST FHCC FHCC
FISV FISV FISV FISV FISV FISV FISV FISV FISV FISV
FLEX FLEX FLEX FLEX FLEX FLEX FLEX FLEX FLEX FLEX
GENZ GENZ GENZ GENZ GENZ GENZ GENZ GENZ GENZ GENZ
GNTX GNTX GNTX GNTX GNTX GNTX GNTX GNTX GNTX GNTX
HSIC HSIC HSIC HSIC HSIC HSIC HSIC HSIC HSIC HSIC
INTC INTC INTC INTC INTC INTC INTC INTC INTC INTC
INTU INTU INTU INTU INTU INTU INTU INTU INTU INTU
IVGN IVGN IVGN IVGN IVGN IVGN IVGN IVGN IVGN IVGN
JDSU JDSU JDSU JDSU JDSU JDSU JDSU JDSU JDSU JDSU
JNPR JNPR JNPR JNPR JNPR JNPR JNPR JNPR JNPR JNPR
KLAC KLAC KLAC KLAC KLAC KLAC KLAC KLAC KLAC KLAC
LAMR LAMR LAMR LAMR LAMR LAMR LAMR LAMR LAMR LAMR
LLTC LLTC LLTC LLTC LLTC LLTC LLTC LLTC LLTC LLTC
LNCR LNCR LNCR LNCR LNCR LNCR LNCR LNCR LNCR LNCR
LVLT LVLT LVLT LVLT LVLT LVLT LVLT LVLT LVLT LVLT
MERQ MERQ MERQ MERQ MERQ MERQ MERQ MERQ MERQ MERQ
MLNM MLNM MLNM MLNM MLNM MLNM MLNM MLNM MLNM MLNM
MOLX MOLX MOLX MOLX MOLX MOLX MOLX MOLX MOLX MOLX
MRVL MRVL MRVL MRVL MRVL MRVL MRVL MRVL MRVL MRVL
MSFT MSFT MSFT MSFT MSFT MSFT MSFT MSFT MSFT MSFT
MXIM MXIM MXIM MXIM MXIM MXIM MXIM MXIM MXIM MXIM
NVDA NVDA NVDA NVDA NVDA NVDA NVDA NVDA NVDA NVDA
NXTL NXTL NXTL NXTL NXTL NXTL NXTL NXTL NXTL NXTL
ORCL ORCL ORCL ORCL ORCL ORCL ORCL ORCL ORCL ORCL
PCAR PCAR PCAR PCAR PCAR PCAR PCAR PCAR PCAR PCAR
PETM PETM PETM PETM PETM PETM PETM PETM PETM PETM
PSFT PSFT PSFT PSFT PSFT PSFT PSFT PSFT PSFT PSFT
PTEN PTEN PTEN PTEN PTEN PTEN PTEN PTEN PTEN PTEN
QCOM QCOM QCOM QCOM QCOM QCOM QCOM QCOM QCOM QCOM
RIMM RIMM RIMM RIMM RIMM RIMM RIMM RIMM RIMM RIMM
ROST ROST ROST ROST ROST ROST ROST ROST ROST ROST
SANM SANM SANM SANM SANM SANM SANM SANM SANM SANM
SBUX SBUX SBUX SBUX SBUX SBUX SBUX SBUX SBUX SBUX
SEBL SEBL SEBL SEBL SEBL SEBL SEBL SEBL SEBL SEBL
SIAL SIAL SIAL SIAL SIAL SIAL SIAL SIAL SIAL SIAL
SNPS SNPS SNPS SNPS SNPS SNPS SNPS SNPS SNPS SNPS
SPLS SPLS SPLS SPLS SPLS SPLS SPLS SPLS SPLS SPLS
SPOT SPOT SPOT SPOT SPOT SPOT SPOT SPOT SPOT SPOT
SSCC SSCC SSCC SSCC SSCC SSCC SSCC SSCC SSCC SSCC
SUNW SUNW SUNW SUNW SUNW SUNW SUNW SUNW SUNW SUNW
SYMC SYMC SYMC SYMC SYMC SYMC SYMC SYMC SYMC SYMC
TEVA TEVA TEVA TEVA TEVA TEVA TEVA TEVA TEVA TEVA
TLAB TLAB TLAB TLAB TLAB TLAB TLAB TLAB TLAB TLAB
VRSN VRSN VRSN VRSN VRSN VRSN VRSN VRSN VRSN VRSN
WFMI WFMI WFMI WFMI WFMI WFMI WFMI WFMI WFMI WFMI
XLNX XLNX XLNX XLNX XLNX XLNX XLNX XLNX XLNX XLNX
YHOO YHOO YHOO YHOO YHOO YHOO YHOO YHOO YHOO YHOO