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

To: Proud_Infidel who wrote (15361)	7/8/2005 8:18:59 AM
From: Proud_Infidel	Respond to of 25522

TSMC, UMC lose ground on 2004 despite June sales rises Peter Clarke EE Times (07/07/2005 12:54 PM EDT) LONDON — Taiwan's top two foundries, Taiwan Semiconductor Manufacturing Co. Ltd. and United Microelectronics Corp., both reported sales revenues for June, that were up on the previous month, however both companies continued to lose ground compared with their sales performances in 2004. TSMC reported June revenues were up 3.1 percent from May to NT$20.11 billion (about $625 million), but down 10.7 percent from a year earlier. As a result TSMC achieved net sales for the first half of 2005 of NT$114.17 billion (about $3.56 billion) 6.7 percent down on TSMC's first half revenue in 2004. UMC posted June sales of NT$6.61 billion, up 2.1 percent from May but down 36 percent from the same month last year. UMC's sales for the first half were NT$39.73 billion (about $1.24 billion) 36 percent down on the company's first half sales in 2004.

To: Proud_Infidel who wrote (15361)	7/8/2005 9:20:09 AM
From: robert b furman	Read Replies (1) \| Respond to of 25522

I always love it when these guys adjust last years sales in the December of that year,and yet we are to assign credibility to a forward looking estimate that "reaches out 18-24 months??? Bob

To: Proud_Infidel who wrote (15361)	7/8/2005 2:49:12 PM
From: The Ox	Read Replies (1) \| Respond to of 25522

The short-term outlook for the automated test equipment (ATE) market has had a sharp reversal in recent months. What looked like a mild spending decline through 2005 has turned into a major spending contraction. The ATE market is now forecast to decline 21 percent this year, with weakness throughout all regions and product segments. However, Gartner analysts said the sudden drop in spending means the ATE market is poised for an earlier start to subsequent recovery. The market is forecast to see growth of 25 percent in 2006, which should mark the beginning of the next industry growth cycle. Watch CSCD and FORM earnings for a better picture on the ATE segment. If their earnings are better then expected, it means the ATE in place is working very well and could indicate an improving situation for the ATE vendors. If CSCD/FORM earnings are weak, then it would indicate that Gartner's assessment of the sector is probably right on target. CSCD and FORM supply probe cards and disposable parts to the probing and testing industry. formfactor.com cascademicrotech.com A picture of a new product: cascademicrotech.com