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

To: Proud_Infidel who wrote (11649)	10/7/2004 6:14:50 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 25522

Applied pays Varian $22 million in patent royalities Silicon Strategies 10/07/2004, 5:48 PM ET SAN JOSE, Calif. — Varian Semiconductor Equipment Associates Inc. on Thursday (Oct. 7) said it has received a $22 million payment in patent royalities from Applied Materials Inc. Applied Materials (Santa Clara, Calif.) made this payment to Varian (Gloucester, Mass.) as the result of an arbitration panel ruling in the second phase of the arbitration between the two companies. The payment represents Applied Materials' estimate of the aggregate amount of back royalties plus interest it owes to Varian under the patent license agreement signed in Jan. 1, 1992. Varian has until November 1, 2004 to notify the arbitration panel whether it will request an arbitration hearing on the amount of back royalty payments plus interest owed under the agreement. Applied Materials also is required to pay quarterly unit-based royalty payments to Varian Semiconductor on future sales of certain products found to be within the scope of the agreement through expiration of the Agreement in March 2007. "When a competitor fails to live up to its contractual obligations or infringes on our intellectual property rights, we have an obligation to protect our investments on behalf of our customers, shareholders and employees," said Ernest Godshalk, president and chief operating officer of Varian Semiconductor, in a statement. Last month, Applied Materials said it has entered into an agreement with Novellus Systems Inc. to dismiss all pending suits between the two chip-equipment rivals involving allegations of patent infringement. Under the terms of the settlement, Applied will make a payment to Novellus of $8 million and will waive a claim for unpaid royalties of approximately $3.5 million (see Sept. 24 story).

To: Proud_Infidel who wrote (11649)	10/8/2004 7:53:00 AM
From: robert b furman	Read Replies (2) \| Respond to of 25522

Hi Brian, AMD made money -pretty significant indicator for a company that has bled red for years. Asian computer box assemblers are producing at 24 hour/ 7 days MAX CAPACITY. Seems to me like the supply channel has been starved and is now going wide open. This could well be the demand that takes Intels excess inventory out of the channel. I think we're setting up for a 1999 like recovery,as 05 gives us nice demand on a steady basis. I think digital TV's will once again be hot this Christmas - add that to PC's and laptops,blackberrys and PDA just standard stuff to have,and don't forget cell phones that can really do 3G stuff that we dreamed about in 2000. No killer new applications -just a whole lot of neat devices converging and getting easier and cheaper to RELY on. More habits for those of us who are hooked on REALTIME DATA. 2005 will be good for us if the close of 04 doesn't do it first. Time to "ADD TO" at the bottom of this 04 decline. JMHO Bob