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

To: Cary Salsberg who wrote (10053)	5/31/2004 9:37:04 PM
From: Proud_Infidel	Respond to of 25522

Anti-outsourcing bill goes to California assembly By Don St. John, Outsourcing Pipeline Silicon Strategies 05/31/2004, 10:20 AM ET California's state Senate will take up a bill that would ban state contract work from going offshore after the legislature's other house passed it Thursday. The California Assembly approved the measure, written by Assemblywoman Carol Liu, D-La Canada Flintridge, by a vote of 44-26. The legislation, if passed and signed by Gov. Arnold Schwarzenegger, would require that any work granted under a state contract be performed within California's borders. The law would apply to subcontractors as well as primary state contractors. With the passage of the measure by the Assembly, California joins a host of other states where laws aimed at ensuring that state work stays onshore, companies that outsource operations overseas are ineligible for state contracts, or both have either passed or are moving through legislatures. Liu's proposal does not ban private outsourcing companies from contending for state work; it merely requires that the work be done in-state. The bill's proponents point to a contract to provide help services to welfare and food-stamp recipients that the state signed with an India-based call center as the type of work they'd like to see stopped by the new law. Opponents, meanwhile, attacked the measure as unnecessary meddling with market efficiency that would benefit state taxpayers

To: Cary Salsberg who wrote (10053)	6/1/2004 8:21:50 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 25522

Heard on the Beat: Samsung not buying AMAT's implanters Silicon Strategies 06/01/2004, 7:55 PM ET Contrary to a recent report in Silicon Strategies, an equipment buyer from Samsung Electronics Co. Ltd. denied the chip maker is buying the next-generation ion implanter from Applied Materials Inc. Instead, Samsung continues to procure implanters from its existing vendors--Axcelis Technologies Inc. and Varian Semiconductor Equipment Associates Inc., according to the South Korean company. At the same time, Samsung has also reportedly ordered equipment from ASML, Applied, KLA-Tencor, Novellus Systems, and other vendors in recent times, according to sources in the industry. In fact, Samsung is on a spending spree. The company is projected to top Intel Corp. as the world's biggest spender in terms of overall capital expenditures for 2004, according to IC Insights Inc. (see April 22 story). The capital spending targets between Samsung and Intel are "very close," said Evan Chang, semiconductor equipment buyer for Samsung's U.S. arm, Samsung America Inc. In a brief interview with Silicon Strategies, Chang denied that Samsung has procured a new implanter from Applied. As reported back in February, Applied began shipping its next-generation, yet-to-be-announced single-wafer ion implanter, dubbed the QuantumX. One of the first implanters was supposedly going to Samsung, according to a report from investment banking firm Mitchell, Detwiler & Co. in Boston (see Feburary 25 story). Applied is indeed shipping the QuantumX, a high-current implanter. Intel has selected the implanter for the 65-nm node, while the chip giant will continue to use Varian for the medium-current work (see April 26 story). However, Samsung claims that it is not buying the QuantumX from Applied. "The fact is that Samsung never purchased Applied's implanter system nor has Samsung [received a] demo," Chang insisted. "We are not procuring that system from Applied right now." Samsung reportedly procures its implanters from Axcelis and Varian. Chang said Samsung's implanter vendors are in the United States, but he declined to elaborate. Samsung also procures scanners from ASML Holding NV and other vendors. It uses Applied's tools for CVD, KLA-Tencor's machines for metrology, and Novellus' products for copper plating, according to sources. Chang declined to comment, saying it does not discuss its vendor relationships.