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

To: Cary Salsberg who wrote (12214)	11/27/2004 8:17:51 PM
From: Proud_Infidel	Respond to of 25522

300-mm silicon wafer 'crossover' seen by '09 Silicon Strategies 11/27/2004, 12:28 AM ET SAN JOSE, Calif. — The 300-mm silicon wafer "crossover" is not expected to take place until the end of this decade -- which is much later than analysts expected. In total, the 300-mm silicon wafer market represents about 12 percent of all substrate shipments, said Karen Twillmann, director of competitive intelligence from MEMC (St.Peters, Mo.), a supplier of silicon wafers. The 300-mm silicon wafer "crossover" is expected to occur in 2008 or 2009, Twillmann said in a recent presentation. This "crossover" means that 300-mm silicon wafers will represent over 50 percent of all substrate shipments. Chip makers are looking to move to the next-generation 450-mm wafer size in the 2012 to 2015 time frame. Some believe that the 450-mm market will never occur; the wafer size is too costly, according to analysts.

To: Cary Salsberg who wrote (12214)	11/29/2004 11:23:24 AM
From: Proud_Infidel	Read Replies (2) \| Respond to of 25522

Rarely have I ever seen such a single-minded obsession with a sector......does anyone out there think chips will rise in the future? Chip Sales Could Fall In 2006 11.29.04, 11:17 AM ET Standard & Poor's Equity Research maintained a "neutral" outlook for the chip sector after global chip sales gained 1.5% in October, according to data from the Semiconductor Industry Association. The research firm raised its sales growth forecast for 2004 to 30% from 25%, but cut its 2005 estimate to 8% from 10%. "We still expect a flat-to-down sales year for the industry in 2006," the research firm said. "We see the preliminary electronics sales data from Black Friday as encouraging, and believe chip customers will raise chip orders in the near term if the holiday demand exceeds their modest expectations." S&P Equity Research has a "hold" rating for chip bellwether Intel (nasdaq: INTC - news - people ) and carries "strong buys" for Maxim Integrated Products (nasdaq: MXIM - news - people ), Linear Technology (nasdaq: LLTC - news - people ) and Microchip Technology (nasdaq: MCHP - news - people ).