To: Joseph Beltran who wrote (22196 ) 6/10/1999 10:35:00 AM From: TechHunter Respond to of 25960
State of the Semiconducter industry Address Today....biz.yahoo.com Thursday June 10, 9:31 am Eastern Time Company Press Release Analysts Sue Billat of Robertson Stephens, Charles Boucher of DLJ to Discuss Semiconductor Industry Stocks on Today's Informed Investors Radio Show SACRAMENTO, Calif.--(BUSINESS WIRE)--June 10, 1999--After a painful three-year slide, are the semiconductor chip and equipment stocks finally ready to roll again? Or is the recent uptick liar's poker? Semiconductor stocks and more will be examined today on Informed Investors Forum's weekly radio program, airing from 2-3 p.m. Eastern time (11 a.m.-noon PDT). The show is carried live on the Internet via the Realplayer on your PC. To tune in, visit www.informedinvestors.com, and click the link. The show is also archived and retrievable for 90 days. According to the Semiconductor Industry Association, sales worldwide may rise more than 12 percent in 1999, led by sales of memory chips and specialized chips. PC shipments are expected to rise more than 20 percent in the second quarter of 1999 from a year earlier. Fast-growing networking, Internet and communications companies are fueling the industry's growth as well. In the first half-hour, the guest is Charles Boucher, semiconductor analyst at Donaldson Lufkin Jenrette in San Francisco. Boucher will give his current overview of the chip stocks. Among the companies Boucher covers are: Altera (Nasdaq:ALTR - news), Broadcom (Nasdaq:BRCM - news), 3Dfx (Nasdaq:TDFX - news), Conexant Systems (Nasdaq:CNXT - news), National Semiconductor (Nyse:NSM - news), PMC Sierra (Nasdaq:PMCS - news) and Xilinx (Nasdaq:XLNX - news). Sue Billat will be on the second half hour and offer insight into the rousing recovery in semiconductor equipment stocks and whether bellwether Applied Materials (Nasdaq:AMAT - news) can lead the semi cap stocks out of their three-year slump. One of the leading analysts in the sector, Billat's coverage at BancBoston Robertson Stephens includes: Novellus (Nasdaq:NVLS - news), Lam Research (Nasdaq:LRCX - news), Advanced Energy (Nasdaq:AEIS - news), Kulicke & Soffa (Nasdaq:KLIC - news) and PRI Automation (Nasdaq:PRIA - news). A recent issue of Red Herring magazine called Billat one of the ''foremost stock analysts of the arcane semiconductor capital-equipment industry.'' Informed Investors will be hosting its Fourth Annual Semiconductor Stocks Forum on Saturday, July 10 in Palo Alto. Boucher and Theodore O'Neill, semiconductor capital equipment analyst at Needham & Co., are the keynote speakers. The presenting companies will be announced shortly. For details, go to www.informedinvestors.com. Informed Investors Forum is the leading producer of industry-specific investment conferences for the retail investment community. Contact: Informed Investors Steve Chanecka/Tim Quast, 916/448-8222 or 800/992-4683