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Technology Stocks : Lattice Semiconductor

LSCC 73.62

-0.4%

Oct 30 3:59 PM EDT

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To: Platter who wrote (320)	1/6/1999 5:18:00 PM
From: Platter	Read Replies (1) of 339

The Coming Year: Pain Ahead for Semiconductor Stocks By Marcy Burstiner Staff Reporter 1/6/99 3:45 PM ET SAN FRANCISCO -- For 10 months, last year looked to be a dog for semiconductors and particularly for semiconductor-equipment stocks. October's turnaround whipsawed the market, however, and saved the day for investors who were long semis. But now what? More pain is on the horizon. That's because chip companies are battling on two fronts -- the high-end gigabit market for high-speed networks and the PC market where computer prices sink below $400. These are both new frontiers where the old powers have little influence: No player is guaranteed market dominance. The year is starting off nicely though. The Philadelphia Semiconductor Index at 490 is less than 1% below the all-time high it hit during August 1997. And Morgan Stanley Dean Witter semiconductor sage Mark Edelstone is raving about a three-year up-cycle. Chip investors may indeed be saying, "What, me worry?" The chip world will also be dominated in the coming year by a price and market-share war between Intel (INTC:Nasdaq) and Advanced Micro Devices (AMD:NYSE). The battle will be waged on two fronts: between Intel's Pentium Xeon processor AMD's K-7 chip on the high end and Intel's Celeron and AMD's K-6 chip on the low end.

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