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

To: Gottfried who wrote (16850)	12/14/2005 3:38:46 PM
From: Kirk ©	Respond to of 25522

RE "Fitz is everywhere >A possible capacity glut in 2006 and other factors have prompted investment banking firm Japaninvest KK to downgrade and issue a “sell” order for Japanese semiconductor-equipment giant Tokyo Electron Ltd. (TEL)." Some of the smartest VCs on the planet paid cash to buy Agilent's semi business. Some others PAID CASH to buy a stake in Finisar at about $1.4x a share(read the news...)... Some others PAID CASH to buy a stake in CACS at $12....they were a bit early... CACS owners just bought back a bunch of shares at half the price or less than what they sold last year. Rich Canadians were lined up to buy an extra 1M shares of my GGR when they did a secondary... That extra 1M shares came without fees to the boyz in suits... The CEO owns about 1/3 the company and has not been selling despite the stock running from $1 to $11.... on and on and on.... I really don't listen to much to what monkeys in clown suits have to say when they write late night advertising material to move used cars off lots or move shares in and out of brokerages.... I follow the money. Follow the money for what people are buying and what they are selling... Sergi and John (chambers) are still unloading shares by the basket... why buy those shares when there are companies insiders want to own?

To: Gottfried who wrote (16850)	12/14/2005 8:50:42 PM
From: Proud_Infidel	Read Replies (2) \| Respond to of 25522

Fab utilization falls, book-to-bill flat Mark LaPedus EE Times (12/14/2005 7:50 PM EST) SAN JOSE, Calif. — Despite a gradual slowdown in fab utilization, the worldwide IC-equipment book-to-bill ratio remained above parity and hit 1.09 in November, down from the revised figure of 1.19 in October, according to VLSI Research Inc. Front-end capacity utilization softened to 94.8 percent in November as the industry winds down from the seasonal build-up, according to VLSI Research (Santa Clara, Calif.). In October, front-end utilization hit 96.8 percent, according to the research firm. But fab utilization is indeed slowing down. For December, the rate is expected to go below the 90-percent level and hit 87.4 percent, according to the firm. In contrast, test-and-assembly utilization remained at 98 percent in November. Back-end utilization is not expected to fall below the 90-percent level until well into first quarter of 2006. On the bright side, worldwide revenues were at $4.4 billion, resulting in a book-to-bill ratio of 1.09 in November. The company expects the book-to-bill ratio to remain above 1.0 in December, with bookings of $4.9 billion and revenues of $4.8 billion. November’s bookings were slightly lower than October’s, but were 36.5 percent higher than those of November 2004. “The slight dip in the November bookings belies the fact that the equipment industry has been experiencing remarkable order growth since 3Q05,” according to the research firm. VLSI Research also found that October’s bookings were stronger than originally estimated, which resulted in an upward revision to the data. “Much of the demand is seasonal, but it is important to point out that chip makers are also gearing up for the 65-nm ramp,” according to the firm.