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

To: niek who wrote (16944)12/22/2005 10:31:31 PM
From: etchmeister  Read Replies (1) | Respond to of 25522
 
Hi Niek
please post the link; last time I used the link was about 2 years ago just before they called the 2004 cycle peak and forgot about it.
here's some more "anecdotal evidence"

vsea.com

I also checked up on Micron; in contrast to Samsung Micron/Intel JV will be using copper.
So NVLS should get its share as well



To: niek who wrote (16944)12/23/2005 2:40:45 AM
From: niek  Respond to of 25522
 
re:
Great post about the Taiwan exchange filing (one of those dirty little secrets the analyst community is trying to keep); hope NVLS will get its fair share as well.

Well, your wish is their command..:))

Between 29 september and 23 december TSMC ordered 'A batch of machinery equipment' with Novellus, priced at $ 17.81 million.
Data according a filing of TSMC at the TSEC today.


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