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Semi Equipment Analysis
An SI Board Since October 2000
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7701Hi JS, Sorry for the delayed reply. We suggested the purchase of a small positC_Johnson-12/12/2002
7700RE: "I would say that that once you start predicting equipment demand beyonCary Salsberg-12/12/2002
7699Processing the Changes in Chips yahoo.businessweek.com Slower growth, monster Return to Sender-12/12/2002
7698Hi, <i>but don't they cast doubt on the reliability of your "souC_Johnson-12/12/2002
7697RE: "...we were anticipating that bookings would be up 17% for the year.&quCary Salsberg-12/12/2002
7696Hello Michael, Whew! Long day yesterday. Had an interesting meeting with the C_Johnson-12/12/2002
7695Rosie as Jello, yeah, OK. But JLo as Jello? Geez, she may be no adolescent...bscott_jiminez-12/12/2002
7694Global Chip Sales May Rise 12% in 2003, Market Research Says By Cecile Daurat SThe Ox-12/12/2002
7693RE: "Canary raps. JLo jealous." What does KLIC have to do with Jello?Cary Salsberg-12/12/2002
7692I haven't looked for intel's capacity utilization. They put one plant owillcousa-12/12/2002
7691Canary raps. JLo jealous. ================== <b>Kulicke & Soffa Annouscott_jiminez-12/12/2002
7690Hi Carl, Any thoughts on Atmel (ATML)?JakeStraw-12/12/2002
7689Hi Carl, Thank you for the link to your AAII presentation. (fwiw, my first progThe Ox-12/12/2002
7688<i>Chip makers at work on universal transceiver By Rick Merritt EE TimesThe Ox-12/11/2002
7687RE: "But look at the amount of state of the art plant intel has added and lCary Salsberg-12/11/2002
7686Updated: 12-Dec-02 - General Commentary - The other day, Briefing.com talked aboReturn to Sender-12/11/2002
7685Semiconductors . . . Xilinx (programmable chips) said third-quarter sales will bReturn to Sender-12/11/2002
7684bpNDX unchanged at 70% Nov19 Nov20 Nov21 Nov22 Nov25 Nov26 Nov27 Nov29 Dec02 DeGottfried-12/11/2002
7683BTW, who else besides Agilent makes the camera chips for the cell phones? >&gSpecialK-12/11/2002
7682it is Apex, not Aspex. And the Apex 27'' flat screen TV will be among thRealMuLan-12/11/2002
7681But look at the amount of state of the art plant intel has added and look at thewillcousa-12/11/2002
7680Sam, Thanks for the input. It is good to look at different techniques and the Donald Wennerstrom-12/11/2002
7679RE: "...intel could go a year or two without needing more plant." ChiCary Salsberg-12/11/2002
7678Thanks Carl The 17c/hr China labor rate is the very bottom and reported in the Kirk ©-12/11/2002
7677I don't disagree with you but have reservations about whether the turn-up wiwillcousa-12/11/2002
7676Hi Kirk, China is buying used equipment, refurbished tools and re-engineered toC_Johnson-12/11/2002
7675Hi Sampat, No pure plays in ECP - Semitool (SMTL) was first to market but AppliC_Johnson-12/11/2002
7674Cary, Thanks for the input! :-) CarlC_Johnson-12/11/2002
7673China Won't China buy up used fab equipment to meet their chip needs? I thKirk ©-12/11/2002
7672HI Carl, Are there any pure plays in ECP Electroplating and Mixed Signal Test? Sampat Saraf-12/11/2002
7671200 words and no numbers for 2003 and BEYOND! I suggest a few verses along the Cary Salsberg-12/11/2002
7670Don, It might amuse you that a money manager by the name of Kenneth Fisher forbSam Citron-12/11/2002
7669AD, you are welcome. Of course, comments are welcome. The article won't beC_Johnson-12/11/2002
7668Carl, Thanks for the link. I'll take a close look after the market closes (Iadvocatedevil-12/11/2002
7667We have heard from many companies that advanced technology nodes are running at Proud_Infidel-12/11/2002
7666Hi advocatedevil, This comment echoes the "it's only seasonal strengthC_Johnson-12/11/2002
7665But doesn't that beg the question of how many state of the art semi lines inwillcousa-12/11/2002
7664No company has EVER <b>saved</b> their way to profitability in a dowProud_Infidel-12/11/2002
7663Yeah, nothing in a fab ever has time to wear out. Steady advances in technology XBrit-12/11/2002
7662Augieboo, The five year or less average time frame is simply a figure I've radvocatedevil-12/11/2002
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