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Technology Stocks : Semi Equipment Analysis

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To: StanX Long who wrote (13154)	1/28/2004 11:49:57 PM
From: StanX Long	Read Replies (1) of 95870

Semiconductor Industry is Cooking, Analyst Reports By David Manners -- Electronics Weekly, 1/28/2004 The worldwide semiconductor industry will grow 32 percent this year with the Japanese returning as formidable competitors after five years in the doldrums. That was the message from IFS 2004, a forecast seminar held by analyst house Future Horizons in London yesterday. Last year the semiconductor market grew 18.6 percent in a recovery that was devoid of corporate spending. With business regaining profitability, rising capital budgets for replacement of IT equipment will kick in this year. “That delicious aroma is the semiconductor market cooking,” said Future Horizons’ CEO Malcolm Penn. “Lead times are going out, the PC and cell-phone markets are coming back. Unit demand is rising. Even ASPs are rising. Every trend is upwards and there is visibility into the third quarter, which people haven't seen for three years.” The firm expects 6 percent growth in electronic equipment, 12 percent growth in PCs and 21 percent growth in mobile units. Sales of semiconductor production equipment will grow 50 percent. The Japanese semiconductor market began a strong recovery in Q3 2003. “The Japanese are back in the game,” said Penn. “They've been in the doldrums but they've restructured and are coming back with a vengeance. They will be formidable competitors once again.” Electronics Weekly is the London-based sister publication of Electronic News.

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