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To: Duane L. Olson who wrote (22553)	7/15/1999 6:14:00 AM
From: orkrious	Respond to of 25960

interactive.wsj.com Chip-Making-Equipment Industry Expects Growth of 3.5% in 1999 By a WALL STREET JOURNAL Staff Reporter SAN JOSE, Calif. -- Thanks to a recovery that started earlier this year, the semiconductor-making equipment industry is expected to grow 3.5% in 1999 to $15.14 billion. Driven by continuing demand for communications and computer chips, the growth is a welcome relief after industry revenue decreased 28% in 1998 to $14.63 billion. Clark Fuhs, an analyst at the market-research firm Dataquest, said the recovery in chip sales should help equipment makers sell more machines to chip makers in the coming months. In the year 2000, Dataquest forecasts the equipment industry will grow 26% to $19 billion as chip makers try to upgrade their equipment in the face of chip shortages. The forecast assumes healthy demand for electronic goods world-wide and that the worst of the Asian financial crisis has passed.

To: Duane L. Olson who wrote (22553)	7/15/1999 6:16:00 AM
From: orkrious	Read Replies (2) \| Respond to of 25960

Remember when Akins said for the industry to recover, Japan needs to recover. This won't hurt. Report: Japan PC sales to jump 25 percent By Bloomberg News Special to CNET News.com July 14, 1999, 8:55 p.m. PT TOKYO--Japan's domestic shipments of personal computers will probably jump a greater-than-expected 26 percent in 1999, the first gain in three years, according to a research report. Fueled by a surge in demand from individual users seeking access to the Internet, Japan's largest PC makers--including NEC, Fujitsu, IBM Japan, Toshiba, and Hitachi--will probably ship a record 9.983 million PCs in calendar 1999, up from 7.926 million machines in 1998, said IDC Japan. That's 14 percent higher than IDC forecast in March and the second time since January it has raised its estimate. Leading the growth will be models such as Apple's iMac and Sony's slim-line Vaio notebook, used by individuals wanting access to the Internet and email, said the research company. Consumer PC demand will leap 56 percent to 4.126 million PCs, substantially driving the market. Demand will continue to grow "as the Internet becomes an indispensable part of people's everyday lives," IDC said. Corporate sales are also growing, albeit at a slower pace, after the government in April raised the limit on the value of information technology purchases on which companies don't have to pay tax. The move raised to 1 million yen ($8,196) from 100,000 yen the threshold for technology purchases on which companies don't have to pay tax, making PCs more affordable. IDC forecasts corporate demand, which slumped in 1998 and 1997 as companies cut capital spending on technology amid Japan's worst recession in 50 years, will increase 11 percent to 5.857 million units. "The domestic economy still hasn't completely recovered, though, and the business market is still sluggish compared to the individual market," IDC said. IDC forecasts overall shipments will rise a further 11.5 percent to 11.13 million machines in calendar 2000.