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

To: Cary Salsberg who wrote (9022)	2/21/2004 8:06:36 PM
From: Runomo™	Respond to of 25522

Hi Cary, I too listened to that call a few days ago on the hurry as I have CMOS in my portfolio and I just would like to recommend it to all investors in this sector if they possibly can... Graham Siddall, CMOS CEO, also talked about the fact that the duration of three years for this downturn as opposed to the much quicker previous downturns has left potentially greater demand than normal this time around as they are seeing strength across the board (CMOS bookings increased 55% sequentially!), and as you said the fact that previous quarters increases were very small makes the sector outlook very attractive at this point in this cycle... Mo

To: Cary Salsberg who wrote (9022)	2/22/2004 3:49:35 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 25522

Cary, Thanks for that input from the CMOS earnings conference earnings call. I can certainly agree with the CMOS CEO about his comments: <<He also suggested that the increases in previous quarters were so small as to be noise and that this cycle just had its first of the 10 up quarters.>> The CEO's observation is the way I would read the data. I think the table presented in post Message 19814189 proves his point. If you look at the Bookings data from October 2002 thru September 2003, the monthly number has been "bouncing along" in the 700M+ category over that period. That is just "noise" IMO. In October 2003, the start of the quarter, Bookings started its recent upward movement going from 871M to 923M in November, to 1100M in December(just corrected on Thursday this past week to 1181M) and the new preliminary number for January of 1224M. Message 19833815 So I would agree with the CMOS CEO - we have had our first quarter of real gain in Bookings since "bouncing around" in the noisy trough period of the previous 4 quarters. We have also seen a promising continuation of that recovery cycle based on the higher Bookings number for January, which can be thought of as the start of the 2nd quarter of recovery. With the present low interest rates expected to continue for a relatively long period of time, Bookings should be expected to increase as we continue forward. Don

To: Cary Salsberg who wrote (9022)	2/23/2004 3:04:33 PM
From: Proud_Infidel	Respond to of 25522

Atomic-level lithography to enable nano era Mark LaPedus 02/23/2004 2:00 PM EST SANTA CLARA, Calif.--Atomic-level lithography is expected to emerge and enable a new class of nanotechnology devices over time, but the nanofabrication technique faces cost and integration issues, according to a researcher at IBM Corp. during the SPIE Microlithography conference here today (February 23, 2004). Today, several companies are developing technologies, based on what is called dip-pen lithography. Dip-pen technology, which enables images on a structure one atom at a time, is loosely built around atomic force microscopes (AFMs). The dip-pen approach is a modification of AFM technology and is promising for building a wide variety of devices. Next-generation atomic-level lithography could enable a new wave of breakthrough nanotechnology structures for use in storage, computing, and related applications, said Tomas Theis, director of physical sciences at Thomas J. Watson Research Center at IBM Corp. "Atomic-level lithography is now possible," Theis said during a keynote address at SPIE in San Jose. Among these structures using this technique include nanomechical data storage and molecular cascade logic devices. At the event, the IBM researcher discussed the development of a next-generation storage device, dubbed the Millipede, which is based on MEMS technology. The Millipede is a tiny structure that could store 114 terabits of data per square inch at a transfer rate of 800-Gbs per second. Another future device is a molecular cascade logic device, which is a three-input sorter built around carbon oxide molecules. "We've built this at the atomic scale," he said. "This is the ultimate lithography." Atomic-level lithography faces several challenges, namely the high cost of the technique. "There are fundamental reasons why it is expensive," he said. On the device level, chemical synthesis and self-assembly remain problematic for nanostructures, he said. Still, the question is whether or not these nanotechnology structures will ever replace silicon. "Silicon is going to molecular scale," he said. "But we can still ask: Is there a successor to silicon?" Work is also being done in carbon nanotubes and other self-proclaimed silicon replacement technologies. Silicon could end up like steel and iron, which could last forever in the semiconductor food chain, he added.