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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Process Boy who wrote (86692)	8/8/1999 10:34:00 AM
From: yousef hashmi	Respond to of 186894

-- DJ Japan Silicon Wafer Makers Plan 10% Price Hike - Nikkei -- TOKYO (Nikkei)--Japanese silicon wafer producers plan to raise domestic shipment prices by around 10% from October - the first rise in three-and-a-half years, according to the Sunday morning edition of the Nihon Keizai Shimbun (Nikkei). The newspaper said rising demand from makers of personal computers and cellular phones was behind the decision to lift prices. Shin-Etsu Handotai Co., Sumitomo Metal Industries Ltd. (5405 or J.SMM), Mitsubishi Materials Silicon Corp. and other major companies will soon start price negotiations with semiconductor producers. Demand has increased since the spring. Monthly global demand for 200mm silicon wafers, the main product, reached a record 3.3 million units in June, 32% more than the monthly average for 1998, industry officials said. The wafer's price has fallen 30% in the past three years, to around Y10,000 per unit, amid softening semiconductor markets. Japanese producers have a 60% share of the silicon wafer market, the Nikkei said. But recent restructuring has left few opportunities to increase production. The market will likely further tighten in the fall as demand usually increases ahead of the Christmas shopping season. (END) DOW JONES NEWS 08-07-99 08:57 PM- - 08 57 PM EDT 08-07-99 Source DJ - Dow Jones Categories: I/SEM SUB/DJN N/DJN SUB/DJWI N/DJWI SUB/NIK N/NIK SUB/NJR N/NJR SUB/NKR N/NKR SUB/PRC N/PRC SUB/PRSS N/PRSS M/NND M/TEC P/DAA P/DCO P/DSE GEO/ASI R/ASI GEO/FE R/FE GEO/JP R/JP GEO/PRM R/PRM

To: Process Boy who wrote (86692)	8/8/1999 4:29:00 PM
From: Tony Viola	Read Replies (2) \| Respond to of 186894

PB, from one of your posts on the AMD thread: "There are probably marketing reason's also for a big splash launch. I would think the October "pull-in" for the desktop part is a much bigger deal than a 2-4 week "delay" for the Mobile part. I find it odd the story is delay for mobile part rather than pull-in for desktop part." Are you saying late October for release of Coppermine would be a "pull-in"? I know Intel was talking November. Also, sounds like you (and I think Paul) are saying the Coppermine problems may have been identified and fixed a tad sooner than expected. This may be the reason for the pull-in. Welcome back from your vacation. Tony