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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Donald Wennerstrom who wrote (31844)	8/2/2006 9:04:53 AM
From: Return to Sender	Read Replies (2) \| Respond to of 95531

From Briefing.com: 6:35AM United Micro beats by $0.01, comments on market outlook (UMC) 2.96 : Reports Q2 (Jun) earnings of $0.05 per share, $0.01 better than the Reuters Estimates consensus of $0.04; revenues rose 29.4% year/year to $796 mln vs the $801 mln consensus. CEO comments, "In terms of our market view, there has been a significant change in market conditions over the past 3 months. We have seen clear signs of higher inventory levels from some of our customers; however, inventory levels vary significantly by application. For ICs related to flat panel displays and digital TVs, overproduction in anticipation of high demand related to the World Cup has resulted in inventory buildup, which will take some time to digest. For PC-related applications, the second quarter is traditionally slow, and although there is typically a pick-up in demand in the third quarter, there are signs that demand is being postponed due to delays in the release of new CPUs and operating systems. For handset related products, inventory levels are normal for the major brand-name providers, although there is inventory buildup at second-tier and non-brand companies. " 7:09AM Tower Semicon announces expansion of 0.13-micron manufacturing capacity with purchase commitment by SanDisk (TSEM) 1.34 : Co announces that it has signed an Memorandum Of Understanding with SanDisk (SNDK) to invest in the expansion of its 0.13 micron logic wafer capacity. Furthermore, SNDK committed to purchase, upon such expansion, volume production quantities of 0.13 micron wafers during 2007 and 2008 and will have right of first refusal on the use of this extra capacity in 2009.

To: Donald Wennerstrom who wrote (31844)	8/2/2006 10:27:33 AM
From: Gottfried	Read Replies (1) \| Respond to of 95531

Don, thank you for doing the work to share the tables. I saved them to look at later - just like I look at pictures of me when I was young. It won't happen again. The last upcycle you show is not really the last. Another one [as measured by SEMI bookings] started almost a year ago. Unfortunately it did almost nothing for AMAT stock price, so was easy to miss. for reference, the SIA/SEMI chart Message 22613158 ...and AMAT since January 2005