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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Lane who wrote (20364)6/14/1998 11:38:00 PM
From: Math Junkie  Respond to of 70976
 
Do you use reported earnings, or earnings from operations? Baseline Financial Services reports last twelve months' earnings of +$2.31 for Novellus, while E*Trade reports -$2.74. I suspect that the former is operating earnings and the latter reported earnings, the difference being any one-time charges that were taken.



To: Lane who wrote (20364)6/14/1998 11:58:00 PM
From: akidron  Read Replies (1) | Respond to of 70976
 
I agree that there is more reality in KLAC's stock price than AMAT's...



To: Lane who wrote (20364)6/15/1998 12:46:00 AM
From: Big Bucks  Read Replies (2) | Respond to of 70976
 
Lane,
SMIF has dramatic particle/yield control benefits, it will likely
be used in all future fab designs since it acts as a barrier to
the human interface and makes for easier automation. Asyst (ASYT)
is a leader, there is also a German/European version but I can't think of the company that manufactures it. I expect SMIF to become the
defacto standard of all 300mm+ fabs since automation will be key to
handling the larger wafers.
BB


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