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

To: niek who wrote (17038)	1/9/2006 9:03:48 AM
From: Proud_Infidel	Respond to of 25522

UMC sees 2005 sales down 22% on 2004 Peter Clarke EE Times (01/09/2006 8:16 AM EST) LONDON — Foundry chip supplier United Microelectronics Corp. achieved sales revenue in December that was up 1.5 percent compared with the same month a year before. However, the relatively modest increase year-on-year left UMC’s annual sales for 2005 22.6 percent down on those in 2004. This is a stark contrast with the performance of rival foundry Taiwan Semiconductor Manufacturing Co. Ltd., which returned annual growth of 3.4 percent as its December sales were up 37.6 percent over December 2004. UMC’s annual sales collapse was also way behind the semiconductor industry as a whole which is reckoned to have achieved about a 7 percent annual increase in 2005. UMC announced its sale revenue for December was NT$9,018 million (about $282 million), a decrease of 4.2 percent from sales in November. A slight fall from November is usual as the semiconductor industry enters a lull dictated partly by corporate holidays. The annual sales were NT$90.78 billion (about $2.84 billion) compared with NT$117.31 billion (about $3.67 billion) in 2004, UMC said. The announcement of UMC’s December sales were overshadowed by announcements that UMC chairman Robert Tsao and vice chairman John Hsuan officially retired from their positions on the UMC board of directors and that the Hsinchu District Prosecutor's Office had decided to indict Tsao and Hsuan.

To: niek who wrote (17038)	1/9/2006 11:55:19 AM
From: etchmeister	Respond to of 25522

Menzies believes that Nikon has had to prioritise advanced lithography tool orders for two key customers, HA - that's what I would consider Achilles heel. Is it the lead time for optics? I recall reading 9 months or so including a long cool down cycle