COMS & the Ghost of USRX w/ other STUFF Message Board

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Technology Stocks : COMS & the Ghost of USRX w/ other STUFF

COMS 0.00130

-87.0%

Nov 7 11:47 AM EST

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To: DMaA who wrote (14673)	4/9/1998 3:36:00 PM
From: Moonray	Read Replies (1) of 22053

What's in the Cards for Chips H&Q analyst Rob Chaplinsky tells why the "chipless" microprocessor firms have a bright future and finds something nice to say (sort of) about Intel. What's to become of the semiconductor industry? It's stumbling over slowing sales, shrinking margins, intensified competition and fallout from Asia's economic crisis. And share prices are suffocating at several chip makers that have been Silicon Valley leaders for years. With orders slowing down, economic conditions in Asia stalling market growth and the fact that we are moving towards a seasonally slower period for the group, which programmable-logic names make sense? I like companies that focus on the networking and telecommunications of semiconductors. The chip companies with exposure there that I'd buy are Altera (ALTR) and Xilinx (XLNX). Those are two good industry leaders in the front of the logic sector. The semiconductor industry is experiencing two below-average years of growth. With lower PC sales and falling chip prices, what is going to be driving silicon demand in the next few years? The PC market is not dead. I'm still a secular bull on the long-term growth of the PC market. Pricing is going to continue to play a role in that industry's growth rate. But PCs will continue to be the dominant consumer of semiconductors well into the next millennium. Steeper growth will come from the communications and networking applications side of the business. Companies that are selling digital-signal products, programmable-logic devices or ASICs -- which stands for application specific integrated circuits -- to the Ciscos (CSCO), Nokias (NOK/A) and Ericssons (ERICY) of the world will be the big growth drivers for semiconductors in the next three to five years. investor.msn.com o~~~ O

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