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Semi Equipment Analysis
An SI Board Since October 2000
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9821You are doing this wrong. If annual cost as you computed is 1.93284b with a prPeace-5/15/2003
9820RECOMPUTE: What am I missing here, the numbers don't add up to $3.95B per yeBig Bucks-5/15/2003
9819What am I missing here, the numbers don't add up to $3.95B per year in revenBig Bucks-5/15/2003
9818<B>For example, consider a North America based fab producing 30,000 - 300mKirk ©-5/15/2003
9817>> How about a marked improvement from the last q? OK, Sure. It took a lSarmad Y. Hermiz-5/15/2003
9816<i>PC Shipments on Bumpy Ride Worldwide PC unit shipments are likely to The Ox-5/15/2003
9815<i>Sales, profits up at Analog Devices, firm eyes better Q3 By Peter ClarThe Ox-5/15/2003
9814<i>300mm Revenue We recently saw an article where it was suggested that aThe Ox-5/15/2003
9813bpNDX dropped two to 77% [PIXR EXPD] all other bp indices are up or the same stoGottfried-5/14/2003
9812From Briefing.com: Updated: 15-May-03 - General Commentary - After surging off iReturn to Sender-5/14/2003
9811I'll buy that. Infinite percentage growth rate from last quarter! <i> Alastair McIntosh-5/14/2003
9810There you go - further destroying my recollections by providing facts. How abIan@SI-5/14/2003
9809BB, ><i>don't be so quick to write us off.</i>< LOL! At leGottfried-5/14/2003
9808Gottfried, Us old f**ts are the largest growing demographic, don't be so quiBig Bucks-5/14/2003
9807This is the generation that will drive demand soon. What we old f**ts want or neGottfried-5/14/2003
9806Brian, I hired in to AMAT in late 1982, during that recession. US companies wereBig Bucks-5/14/2003
9805Cary, I had thought that the Japanese almost took over in the 70's. That Proud_Infidel-5/14/2003
9804Orders > $100M 2Q03 - 1 1Q03 - 0 4Q02 - 2 3Q02 - 3 2Q02 - 1 I would not yetAlastair McIntosh-5/14/2003
9803Brian, The Japanese did take over the industry. AMAT almost went bankrupt. ThCary Salsberg-5/14/2003
9802Brian, just put Cramer on 'ignore' - I did. :) GottfriedGottfried-5/14/2003
9801BB, 1. I agree that fabs will defer new investments as long as they can and viIan@SI-5/14/2003
9800I had no idea the Japanese decimated the SCE group in the 80's....isn't Proud_Infidel-5/14/2003
9799Updated: 14-May-03 General Commentary - No change. Though the indices edged loweReturn to Sender-5/14/2003
9798Semiconductors . . . LSI Logic prices $350 million convertible offering. ConexReturn to Sender-5/14/2003
9797Not sure if this was posted previously...BB siliconstrategies.com Opposing vieBig Bucks-5/13/2003
9796ICknowledge shows how their own fab predictions evolved over just 3 months in 20Gottfried-5/13/2003
9795From AMAT NP thread - Brian K- Message 18941192Big Bucks-5/13/2003
9794Cary and Ian, I just read the article that Ian posted. I guess that I am very sBig Bucks-5/13/2003
9793Thanks. I think this is what I was referring to, so I was sightly inaccurate inCary Salsberg-5/13/2003
9792Here's one talking about 36 fabs during the next year... siliconstrategies.Ian@SI-5/13/2003
9791You have said all this before. The AMAT report was very much in line with expecCary Salsberg-5/13/2003
9790AMAT gave investors a big clue that things were not good last quarter and for atBig Bucks-5/13/2003
9789>> We're headed lower. At least the shorts will like that. And thereSarmad Y. Hermiz-5/13/2003
9788SI being down 1.5 hours is the main cause. We're headed lower.SpecialK-5/13/2003
9787So where's the AMAT discussion ? Is there absolutely no interest, or is it bSarmad Y. Hermiz-5/13/2003
9786bpNDX remains at 79% Apr24 Apr25 Apr28 Apr29 Apr30 May01 May02 May05 May06 May07Gottfried-5/13/2003
9785AMAT Comparison Results W/O Q2-2003 Q2-2002 QBig Bucks-5/13/2003
9784Most items appear to be as expected. The killer is the reduction in new orders. Alastair McIntosh-5/13/2003
9783Applied Materials Announces Results for Second Fiscal Quarter 2003 Tuesday May 1Return to Sender-5/13/2003
9782"I went to had "Penthouse" models walking around as well as workiBig Bucks-5/13/2003
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