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Strategies & Market Trends : Tech Stock Options

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To: Jerry Olson who wrote (32280)1/6/1998 10:00:00 AM
From: Rick C.  Read Replies (1) of 58727
 
Hola OJerino~Thought you might have missed this DataQuest material, compliments Steve. How come you're so subdued today??

Rick
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^

Subject: Atmel - the trend is about to change

From: +steve

hot news on industry
======================================================================
SAN JOSE, Calif.--(BUSINESS WIRE)--Jan. 5, 1998--The worldwide
semiconductor market should rebound back with positive growth in 1997,
as the market is projected to grow 5.5 percent in 1997, according to
Dataquest, a market research unit of Gartner Group, Inc.
(NASDAQ:GART).
Dataquest hasn't completed final results for the industry, but
the most recent estimate is the worldwide semiconductor market will
reach $150 billion for 1997. Intel remained the market leader in 1997,
with semiconductor revenue surpassing $21 billion (see Table 1).
"Led by microprocessors, Intel grew its semiconductor revenue by
nearly 20 percent during the year, which is strong performance in face
of major inventory adjustments by PC OEMs," said Ron Bohn, director
for Dataquest's Worldwide Semiconductor Research Operations.
"The weakening of currencies like the Korean won and Japanese yen
against the U.S. dollar, however, exacerbated low memory IC pricing.
This meant another year of revenue decline or no growth for a host of
memory-dependent companies as measured in dollars."
*T

Table 1
Top 10 Worldwide Semiconductor Vendors by Revenue Estimates
(Millions of U.S. Dollars)

1996 1997 1996 1997 1996-1997
Rank Rank Company Revenue Revenue Growth (%)
1 1 Intel 17,781 21,083 18.6
2 2 NEC 10,428 10,656 2.2
3 3 Motorola 8,076 8,120 0.5
6 4 Texas Instruments 7,064 7,660 8.4
5 5 Toshiba 8,065 7,507 -6.9
4 6 Hitachi 8,071 6,523 -19.2
7 7 Samsung 6,464 6,010 -7.0
8 8 Fujitsu 4,427 4,872 10.1
9 9 Philips 4,219 4,435 5.1
11 10 Mitsubishi 4,100 4,097 -0.1

Source: Dataquest (January 1998)

*T

The Dataquest Perspective titled "Intel, NEC, and Motorola Remain
atop the Worldwide Semiconductor Market" provides the top 20 worldwide
rankings and top 10 rankings for semiconductor companies in four
geographic regions. Dataquest has not completed final results for the
overall semiconductor market, so complete market share figures are not
available at this time.
The results of the detailed survey of all semiconductor companies
and their 1997 product revenue, memory unit shipments, and MPU/MCU/DSP
unit shipments will be available in the second quarter of 1998.
To purchase this Perspective, or subscribe to Dataquest's
Semiconductors Worldwide program, please call 800/419-DATA. More
information about Dataquest's programs, descriptions of recent
research reports, and full text of press releases can be found on the
Internet at dataquest.com .
Dataquest, a unit of Gartner Group, Inc., has been providing
global market research and consulting services for the high-technology
and financial communities since 1971. Dataquest provides worldwide
market coverage on the semiconductor, computer systems and
peripherals, communications, document management, software, and
services sectors of the information technology industry.
As the world's leading authority on IT, GartnerGroup provides
clients with a wide range of products and services in the areas of IT
advisory services, measurement, research, decision support, analysis,
consulting and training.
Founded in 1979, with headquarters in Stamford, Conn.,
GartnerGroup is at the center of a global community of more than 9,000
client organizations served by analysts in 80 locations worldwide.
Additional information about the company is available on the Internet
at gartner.com .
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