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Technology Stocks
Semi Equipment Analysis
An SI Board Since October 2000
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96207 488 0 SOXX
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5741>><i> with the trough in shipment in January at just a billion bucksPink Minion-9/29/2002
5740Hi Cary, A short real story, In 1989 my dealership purchased a software packagrobert b furman-9/29/2002
5739Some random thoughts; It seems to me that most of the large capitalization semi Return to Sender-9/29/2002
5738>> The high correlation implies that if semiconductor shipments continue tSarmad Y. Hermiz-9/29/2002
5737The tight correlation between semiconductor shipments and semi-equip bookings prDonald Wennerstrom-9/29/2002
5736InvestmentHouse Weekend Market Summary * * * * * 9/27/02 * * * * * investmenthoReturn to Sender-9/29/2002
5735Gottfried, I never fully appreciated before, by looking at your chart, how closDonald Wennerstrom-9/29/2002
5734AMD Plans Big Move Against Intel biz.yahoo.com AMD Plans Biggest Move Yet AgaReturn to Sender-9/29/2002
5733From Briefing.com: General Commentary - At this point, it's relatively cleaReturn to Sender-9/29/2002
5732RE: "...the decreasing capital requirements per unit of IC output will resuCary Salsberg-9/29/2002
5731I was responding to Don's post from which I inferred that he suggested that Alastair McIntosh-9/29/2002
5730<i>Recently, there has been much conjecture about the growth rates of PCs w0z-9/29/2002
5729TSM said their capacity utilization is just about 75% and they dont see any pickNancy-9/29/2002
5728INTC Larger wafer real estate and shrinks have traditionally been applied to CPCary Salsberg-9/29/2002
5727RE: "...incremental production comes at increasingly lower capital requiremCary Salsberg-9/29/2002
5726Analog semi's - i agree that the analog semi's are a better investment tSpekulatius-9/29/2002
5725You may indeed be right about not reaching $16B this year. It now appears that mAlastair McIntosh-9/29/2002
5724I talked two years ago to a guy at INTC that was responsible (at least i thoughtZeev Hed-9/29/2002
5723Don, the ratio of equipment bookings to chip sales Message 18049044 G.Gottfried-9/29/2002
5722Hi Zeev; in my post there is a separate line for wafer fab equipment (WFE). It hAlastair McIntosh-9/29/2002
5721Cary and Alastair, 'capital equipment costs' as a percentage of chip salGottfried-9/29/2002
5720Something does not look right with these numbers, for instance it shows $58 B foZeev Hed-9/29/2002
5719Donald, I don't think that you can make this assumption: <i> - over aAlastair McIntosh-9/29/2002
5718Darn S.I. never formats properly. To view proper format hit "respond" Alastair McIntosh-9/29/2002
5717Zeev, I don't think that the situation got "out of hand" to eitherAlastair McIntosh-9/29/2002
5716Semi, I think that $9 B for 2002 is a little low for semi equip, AMAT alone has Zeev Hed-9/29/2002
5715>><i> I don't have historical data on the semi-equip/chip shipmePink Minion-9/29/2002
5714The big difference between the four you mentioned and the four I mentioned is thZeev Hed-9/28/2002
5713Zeev, What about companies like TER, LTXX, ASYT or BRKS? They have all been muchSam-9/28/2002
5712<if capacity additions requires capacity utilization of 90%> I read a resBWAC-9/28/2002
5711Donald, for the equipment makers, the situation is actually even a little betterZeev Hed-9/28/2002
5710I think it is a lot more complicated to determine the expenditures on semi-equipDonald Wennerstrom-9/28/2002
5709So at what fab utilization rate would expenditures on equipment start for real? BWAC-9/28/2002
5708Zeev, I think you have a very good point - over a period of time, chip equipmentDonald Wennerstrom-9/28/2002
5707This is an update of the earnings estimate trend since July for the SOX. FIDonald Wennerstrom-9/28/2002
5706This is the same type of data on earnings estimate changes for the SOX. In thisDonald Wennerstrom-9/28/2002
5705This is the update of the trend. It runs from the high set last July until todaDonald Wennerstrom-9/28/2002
5704Here is an update of the table showing earnings estimate changes for the Group. Donald Wennerstrom-9/28/2002
5703Cary, if we are looking only at the equipment, then total chips shipment may stiZeev Hed-9/28/2002
5702Cary, I think you have a very good idea, and it would be very beneficial for theDonald Wennerstrom-9/28/2002
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