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Technology Stocks : All About Sun Microsystems
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To: cfimx who wrote (25148)12/20/1999 4:03:00 PM
From: JDN  Read Replies (2) of 64865
 
dear twister: Is that some kind of code?? Here is straight talk. Be sure and read the first two sentences of the last paragraph. I have to be specific with you cause you missed the last one. JDN



Gruntal & Co.'s Mona E. Eraiba


Mona E. Eraiba

Y2Semiconductor
Recently, the Semiconductor Industry Association increased its forecast for industry worldwide growth in 2000 to 20.8% from 15%, and we believe that this revised number is still conservative. We expect the industry to grow closer to 25% in 2000. The industry continues to witness broad-based demand across all product lines and geographies, and because capital spending was curtailed for the last three years, supply is now tightening. Capital-spending cuts during the last three years have set the stage for the current upturn. Moreover, capacity added in 1996 and during the previous cycle is already becoming obsolete and expensive to run.

A broad range of Internet, telecommunications, and technology companies raised tremendous capital during the last two years to upgrade infrastructure and deliver new products in 2000 and beyond. Accordingly, we expect 2000 to be a year of massive investments in technology products; furthermore, we could have a windfall during the first half of the year in the corporate market. Many major corporations are worried about 2000. Once Y2K is here, they should start making their previously postponed investments. Moreover, companies that have problems relating to Y2K will have to replace and upgrade products. So the semiconductor industry may not experience the usual first-half lull in 2000.

PS: SUNW is considered Internet infrastructure.
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