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

To: KM who wrote (26914)	12/5/1998 9:27:00 AM
From: blake_paterson	Read Replies (2) \| Respond to of 70976

Counterpoint: Chip Capital Spending Still In Question (12/04/98, 5:58 p.m. ET) By Anthony Cataldo, EE Times techweb.com Excerpt: While semiconductor-equipment vendors were being cautiously optimistic this week about the possibility that chip vendors would open their purse strings in the second half of next year, few were predicting that those orders would be for equipment for 300-millimeter wafers. A few large chip companies -- including NEC in Roseville, Calif., and Motorola and Siemens in Dresden, Germany -- have set plans for 300-mm wafer facilities, but much of the development work continues to be crippled by big cuts in capital-outlay budgets, observers said at the Semicon Japan show in Tokyo. With chip companies cutting capital spending, most equipment vendors are ambivalent about moving forward. Thomas Walsh, general manager of Novellus Systems, said his company has scaled back its 300-mm development efforts, but Mattson Technology president Brad Mattson said his company would invest more in 300-mm products next year.....

To: KM who wrote (26914)	12/5/1998 9:34:00 AM
From: blake_paterson	Respond to of 70976

Rising Stock Boosts Value Of Consilium (12/04/98, 9:30 a.m. ET) By Will Wade , Semiconductor Business News techweb.com Excerpt: TOKYO -- The value of Consilium has increased by more than 50 percent in less than two months because of rising stock prices as the company moves closer to completing its acquisition by semiconductor-equipment giant Applied Materials. The acquisition agreement, announced in the middle of October, is a straight stock swap. With the price for Applied's shares climbing steadily since the announcement, the deal has increased in value from about $40 million to more than $60 million today, according to Richard Danielson, vice president of marketing at Consilium, in Mountain View, Calif.....