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

To: Kirk © who wrote (9362)	4/6/2004 10:05:15 AM
From: Cary Salsberg	Read Replies (1) \| Respond to of 25522

At ~$3M a pop for their machines to do bumps and LTP, their revenues are about three machines a month. They also get $1-2M for any sales into the MEMS, disc heads, and semi spaces. Litho companies typically list unit sales by each product category in the quarterly reports. I know Merrill models future unit sales for ASML. I think a little transparency from UTEK would make the situation clear. I am not sure that has ever been the intent of management.

To: Kirk © who wrote (9362)	4/6/2004 10:50:05 AM
From: Proud_Infidel	Respond to of 25522

UPDATE - Tokyo Electron profit soars as chip market booms Tuesday April 6, 4:09 am ET (Adds revision details in paragraphs 6 and 9) TOKYO, April 6 (Reuters) - Japanese chip equipment maker Tokyo Electron Ltd (Tokyo:8035.T - News) said on Tuesday it expected group net profit to be 78 percent higher than forecast for the business year that ended on March 31, thanks to strong sales of machinery used to process silicon wafers into microchips. The company raised its group net profit estimate to eight billion yen ($76 million) from 4.5 billion. The consensus forecast from 22 analyst polled by Reuters Research was for a net profit of 4.7 billion yen on revenue of 520 billion. The company also raised its recurring profit target to 18.8 billion yen from a previous estimate of 14 billion yen and raised its sales forecast by 1.3 percent to 527 billion yen. Tokyo Electron also said it expected to pay a full-year dividend of 10 yen rather than eight yen. The Tokyo-based company is enjoying a brisk flow of orders from semiconductor makers, which are boosting output to supply chips that run flat-screen TVs, DVD recorders, digital cameras and other hot-selling digital electronics. A Tokyo Electron spokesman said the rise in revenue and profit could be attributed solely to strong sales of chip equipment to outfit new semiconductor factories that use 300-mm (12-inch) silicon wafers. Fujitsu Ltd (Tokyo:6702.T - News) announced last month it planned to build a semiconductor plant that will use 300-mm wafers, which yield more than twice as many chips per wafer as the standard 200-mm wafer. The chips-to-computers conglomerate joined a growing list of electronics firms ramping up to 300-mm wafers, including Toshiba Corp (Tokyo:6502.T - News), NEC Electronics Corp (Tokyo:6723.T - News), Matsushita Electric Industrial Co Ltd (Tokyo:6752.T - News) and Sony Corp (Tokyo:6758.T - News). Tokyo Electron said it now expected sales at its mainstay semiconductor equipment division of 424 billion yen, up from a previous 417 billion yen estimate. Prior to the announcement, Tokyo Electron shares closed up 2.5 percent to 7,390 yen, versus a 1.02 percent rise in the Nikkei 225 average (^N225 - News). ($1=105.12 yen)