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

To: dr_elis who wrote (19052)	5/23/2006 11:04:59 AM
From: niek	Respond to of 25522

Just to produce the semiconductor growth in 2008 compared to 2005 chipfactories need at least 46 new fabs. Right now 24 fabs are under construction. I expect 10 more in the second half of 2006 en 10 more in the beginning of 2007 under construction. This growth in 2008 is 35% in value compared to 2005, but 60% in units…. I expect ASML to fill at least 80% of these new fabs or about 250 to 300 lithomachines between now and mid 2007. So, today's press release was no surprise and more or less expected.....