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

To: etchmeister who wrote (19070)	5/24/2006 9:15:14 AM
From: Proud_Infidel	Respond to of 25522

Lehman: Semiconductor Capital Equipment Fab Barometer Sector: 1-Positive - We see a robust memory spending environment in the near term led by Taiwanese DRAM makers, Samsung and Hynix. While inventory data points may suggest a cautionary tone on foundry spending, our checks indicate near term bookings acticity at foundries remains on track. We maintain our 1-Positive sector rating. - Powerchip is likely to place 10K-15K wspm worth of equipment orders in the June Q. We estimate that this may represent more than $100 million/quarter of bookings for Applied Materials. - Inotera is another major Taiwan DRAM customer for most equipment companies, particularly for Applied Materials. We estimate that Inotera bookings for phase 1 could be worth 40K wspm of equipment or more than $150 million/quarter in the case of Applied Materials in the July and October quarters. - Samsung is placing 15K-20K wspm of equipment for Line 15 (initially DRAM) in the June/July timeframe. Hynix will begin expansion of Wuxi fab and place 20K-30K wspm of equipment orders in the June/July timeframe. - TSMC remains on track with its capacity plans and bookings activity is likely to increase in June from March quarter. Chartered is currently placing orders for ramping capacity from 18K wspm to 27K wspm by end of this year.