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Technology Stocks : The New Qualcomm - a S&P500 company
QCOM 176.31+1.9%3:59 PM EST

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To: Ramsey Su who wrote ()11/2/1999 10:12:00 AM
From: nbfm   of 13582
 
long article. note the cell phone growth. i think that 100% YOY is darn inmpressive.

Worldwide Semiconductor Global Sales $12.7 Billion for September; September Semiconductor Sales Skyrocket Hitting Highest Mark for 1999

SAN JOSE, Calif.--(BUSINESS WIRE)--Nov. 2, 1999--Worldwide sales of semiconductors surged to $12.7 billion this September, increasing 6.4% from August 1999 totals, the Semiconductor Industry Association (SIA) reported today.

"This month's global sales numbers are the largest we have seen all year continuing the growth pattern that commenced in mid-1998," said George Scalise, SIA President. "These numbers are in line with our industry forecast we released last Wednesday."

The total market year-to-year growth is 24% in comparison to
September, 1998. In the Japan and Asia markets, the industry grew at 37.4% and 34.5%, respectively from last year. The Americas market was up 17.0% over last year.

Europe's sales exhibited good growth of 12.5%.

All product areas exhibited strong growth this past quarter which represents a broad based recovery. The flash memory market was up 35%, and microprocessors and DRAM increased 15% and 14%, respectively.

On October 27th, the SIA released its 1999-2002 industry forecast stating that the worldwide semiconductor industry will grow 15% with sales topping $144 billion this year. The industry will see robust growth of 21% with sales of $174 billion in 2000, with continued growth of 20% in 2001 and $209 billion in sales. In 2002, the industry should show 12% growth with sales reaching a record high of $234
billion. Growth will be driven by the surge of wired and wireless information appliances, as well as Internet infrastructure products. One of the primary drivers will be cellular phones which are forecasted to ship 258 million units in 1999, doubling the 128 million units shipped in 1998.

The SIA's Global Sales Report (GSR) is a three month moving
average of sales activity. The GSR is tabulated by the World
Semiconductor Trade Statistics (WSTS) organization, which represent some 70 companies.

The SIA is the leading voice for the semiconductor industry and has represented US-based manufacturers since 1977. SIA member companies comprise more than 90 percent of US-based semiconductor production. Collectively, the chip industry employs a domestic workforce of 276,000 people.

September 1999

Billions

Month-to-Month Sales - Three Month Moving Average

-------------------------------------------------

Market Last Month Current Month % Change

Americas 3.91 4.04 3.2%

Europe 2.45 2.67 9.0%

Japan 2.64 2.79 5.7%

Asia Pacific 2.93 3.20 9.4%

Total 11.93 12.70 6.4%

Year-to-Year Sales - Three Month Moving Average

-----------------------------------------------

Market Last Year Current Month % Change

Americas 3.45 4.04 17.0%

Europe 2.37 2.67 12.5%

Japan 2.03 2.79 37.4%

Asia Pacific 2.38 3.20 34.5%

Total 10.23 12.70 24.1%

Three-Month-Moving Average

--------------------------

Market Last 3 Months Current 3 Months % Change

Americas 3.67 4.04 10.2%

Europe 2.33 2.67 14.6%

Japan 2.46 2.79 13.4%

Asia Pacific 2.78 3.20 15.0%

Total 11.24 12.70 13.0%

CONTACT:

Semiconductor Industry Association

Daven Oswalt or Molly Marr, 408/436-6600

www.semichips.org

KEYWORD: CALIFORNIA

BW1026 NOV 02,1999

2:23 PACIFIC

5:23 EASTERN
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