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

To: Sun Tzu who wrote (24779)	12/15/2010 12:55:15 PM
From: willcousa	Read Replies (1) \| Respond to of 25522

But is the euro really any stronger than the dollar and are there enough euros available to meet the investment needs of the Chinese. If I could print money and get real, hard, things of value for it I would.

To: Sun Tzu who wrote (24779)	12/16/2010 12:32:28 AM
From: etchmeister	Read Replies (1) \| Respond to of 25522

My point was that US technology (which is extremely competitive) is highly discounted by a weak US $ - the US is giving high tech away for an apple and and egg because the US $ is very low and in return China exports a lot of marginal junk. So they undercut an US supplier, eventually put him out of business and deliver a product which is inferior. Back in 2004, the National Steel Bridge Alliance cautioned about circumventing the Buy America bridge provisions and using a Chinese fabricator for this project. The issue developed when the single American bid for the project was higher than expected. But rather than using a value engineering process to optimize the design and decrease costs, it was decided to use a China-based fabricator and Chinese-produced steel. At the time, NSBA officials stated: "It could be redesigned more economically with a U.S.-based collaborative effort." It now appears the result of rejecting that option will be increased costs and substantial delays in project completion. tradereform.org And Emma ships more junk made in china youtube.com And than there is IP ; SMIC stole TSMC's IP and thank God SMIC received some well deserved spanking. SMIC never recovered because not one fabless chip maker will trust them

To: Sun Tzu who wrote (24779)	12/16/2010 1:14:57 AM
From: etchmeister	Read Replies (1) \| Respond to of 25522

they will tell you that the way to resolve it is to let them buy the tech they want and that will remove the trade deficit. and when necessary they will steel it... "breed" a communist with a capitalist ... what do you end up with? Gerald Yin worked for Intel, than worked for Lam Research and than joined AMAT. There are probably dozens of Gerald out there who returned to the Motherland. Applied Materials, Chinese rival face legal battle EE Times ^ \| December 25, 2007 Posted on Wednesday, December 26, 2007 9:04:24 PM by nwrep Applied Materials Inc. and Chinese fab-tool rival Advanced Micro-Fabrication Equipment Inc. (AMEC) have agreed to disagree over a confidentially motion filed as part of a bitter legal battle between the two companies. Applied Materials (Santa Clara, Calif.) seeks to prove its suit against AMEC (Shanghai) by providing a confidential "trade-secret list" to select employees from the Chinese IC-equipment supplier. In a document filed in December of 2007, Applied Materials claims AMEC is resisting the move, thereby delaying the motion. The motion is part of a suit filed by Applied Materials against China's AMEC in October of 2007. Applied's suit, filed in the U.S. District Court in the Northern District of California here, claims that AMEC is allegedly involved in misappropriation of trade secrets, breach of contract and unfair competition. The co-defendants in the suit include several AMEC executives and former employees at Applied Materials: Gerald Yin, Aihua Chen, Ryoji Todaka and Lee Luo. In fact, the suit contends that 30 former Applied engineers now work at AMEC. Founded in 2004, AMEC recently outlined its strategy. The company has entered the etch and chemical vapor deposition (CVD) markets, thereby putting itself in direct competition with Applied, Lam, TEL and others. Founded in 1967 in California's Silicon Valley, Applied Materials creates and commercializes the nanomanufacturing technology and equipment that helps produce virtually every semiconductor chip and flat panel displays in the world. The company recently entered the market for equipment to produce solar arrays and energy efficient glass. The co-defendants in the case were said to have worked at Applied at one time and had "access to highly sensitive Applied trade secrets" involving etch and CVD, according to the suit. "Defendants willfully breached multiple duties to Applied by transferring and converting Applied inventions and trade secrets to AMEC." Yin is chairman and CEO of AMEC. At Applied, he held various positions from 1991 to 2004, including general manager of the etch products group, according to the suit. In 2004, Yin resigned from Applied and moved to China. At that time, he and Chen co-founded AMEC. Chen, who is executive vice president at AMEC, held a number of roles at Applied, including general manager of the CVD products group, according to the suit. In 2005, AMEC filed a patent in China, dubbed "Method and Apparatus for Processing Semiconductor Work Pieces." The patent number is 200510028563.2 or Chinese patent No. '563, according to the suit. AMEC filed that patent in Japan and the United States, which are known as No. 2006-214829 (Japanese '829) and 11/441,291 (U.S. '291), respectively, according to the suit. "The information disclosed in these patent applications include Applied confidential information, including Applied trade secrets," according to the suit. "AMEC has also misappropriated other Applied confidential information and trade secrets." Applied is seeking damages in the suit. In the latest filing, issued on Dec. 21, Applied and AMEC are supposed to agree to a "stipulated protective order to govern documents produced in discovery." The two companies cannot agree "as to whom and under what circumstances Applied's trade secret list can be shown," according to court documents. A hearing is expected to take place in January. they will tell you that the way to resolve it is to let them buy the tech they want and that will remove the trade deficit.