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

To: matt dillabough who wrote (15371)	7/11/2005 10:06:07 AM
From: matt dillabough	Respond to of 25522

KLIC Kulicke & Soffa Achieves Record Orders for Gold Bonding Wire (8.42 +0.22) Kulicke & Soffa Industries today announced the co has received orders for a record quantity of gold wire in a single quarter. Orders for the June quarter totaled more than 1 Billion feet of gold wire to be used for the assembly of wire bonded semiconductor packages. This represents an order quantity increase of 14% over the quarter ended March 31, 2005, while the semiconductor industry's IC unit sales are estimated to have increased 9% over the same time period, according to VLSI Research June 2005 report.

To: matt dillabough who wrote (15371)	7/11/2005 4:51:59 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 25522

Equipment industry to fall 12.1% in 2005 EE Times (07/11/2005 4:23 PM EDT) SAN FRANCISCO — The Semiconductor Equipment and Materials International (SEMI) trade group has lowered its forecast for sales of semiconductor equipment in 2005. In its mid-year consensus forecast, SEMI (San Jose) said the equipment market will hit $32.6 billion in 2005, down 12.1 percent over 2004. In 2004, the market grew 67.2 percent, according to the trade group. Previously, SEMI said the equipment industry would fall by 5.1 percent.

To: matt dillabough who wrote (15371)	7/12/2005 4:06:32 PM
From: Proud_Infidel	Respond to of 25522

Three Picks In Chip Equipment 07.12.05, 2:23 PM ET SG Cowen said to expect "cautious optimism" from chip equipment firms at Semicon West, the largest tradeshow for the semiconductor equipment industry, and said its two favorite front-end suppliers continue to be Applied Materials (nasdaq: AMAT - news - people ) and KLA-Tencor (nasdaq: KLAC - news - people ). "While we expect only limited direct commentary on the second quarter/third quarter prior to reporting which begins next week, we expect a constructive tone at the conference which will largely focus on products and technologies required to enable 65 and 45nm design," said SG Cowen. "While most at the show will refrain from discussing Q2/Q3, we expect a cautiously optimistic tone at the show. Despite concern from bears about a looming fall off in memory orders, we doubt this scenario will find much support. Rather, most will point to improving foundry businesses as foreshadowing a spending rebound in this sector." The research firm said Applied Materials will benefit from its leverage to foundries while "short-term tech buys" for 65 nanometer products will benefit KLA-Tencor. "We continue to favor larger suppliers on the front-end--Applied Materials is our favorite followed by KLA-Tencor," said SG Cowen. "On the back-end, orders look to have bottomed already--though we don't expect more than a modest short-term pick-up. Credence Systems (nasdaq: CMOS - news - people ) is our favorite here for more speculative smaller cap investors looking for leverage." SG Cowen said it was "still too early to just 'buy the group'" but recommended investors gradually increase exposure. It added, "We'd expect the overall group to trade up during the show then soften a bit as the reality of in-line or lackluster earnings set in next week. That said, we continue to believe that this is a good time to begin increasing exposure to the group in anticipation of a modest turn in the next several quarters."