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Technology Stocks : Intel Corporation (INTC)
INTC 33.88+0.8%9:36 AM EST
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To: Paul Engel who wrote (107233)8/9/2000 6:23:22 PM
From: Harry Landsiedel  Read Replies (1) of 186894
 
Paul Engel. Re: "Demand has been strong'' and... increasing." Interesting post from the AMAT thread on the conference call:

Message 14189449

Here's the part I liked best:

State of industry: entering the most exciting period in history of semiconductors. Internet driving silicon consumption. Impact of new systems on industry: semi sales are at all-time highs. 155% flash growth, DRAM 110% growth, MP, DSP, ASICs over 50%, DSP over 90%, and ASICS flash and analog over 40%. Never been a period of time in industry where we’ve seen such high growth over such a wide spectrum. Need for capacity expansion continues. Some segments tight and on allocation. ASPs moving up, customers receiving higher levels of profitability, with further increases expected. Our customers are optimistic. We believe the current industry up-cycle will continue."

HL
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