Klaus Rinnen
Klaus Rinnen
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The Samsung announcement is still in line with our estimate.
decline demand equipment market number result slow together worked
The equipment market decline in 2005 was the result of a number of factors, which worked together to slow the demand for new capacity.
appears balance capacity changing excessive industry inventory levels market production rapidly reasonable respond slightly
The industry has managed to respond well to inventory fluctuations, slightly excessive capacity levels, and rapidly changing market parameters. The industry appears to have a reasonable balance between production levels and capacity and end-user demand.
ate capacity current driven increase increasing memory primarily sales
The current increase in ATE sales is primarily being driven by increasing capacity requirements for memory and SOC testers.
capacity due electrical electronic environmental equipment hazardous issues mainly material raw relatively substances waste
Back end capacity is relatively tight, mainly due to raw material issues and the pending Restriction of Hazardous Substances and Waste Electrical and Electronic Equipment environmental regulations.
expect fourth growth hitting low point quarter returned revenue
We expect sequential quarterly revenue growth to have returned in the first quarter of 2006, after hitting a low point in the fourth quarter of 2005.