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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Gottfried who wrote (32410)	9/9/1999 12:57:00 AM
From: William Griffin	Respond to of 70976

If the Producer Price Index numbers on Friday look good, can we expect a rally equal or near last Friday?? Wow, these numbers have certainly moved the market for the last month or so..

To: Gottfried who wrote (32410)	9/9/1999 2:23:00 AM
From: Jeffrey D	Respond to of 70976

MU can't make money even with DRAM price increases. Jeff quote.bloomberg.com Micron Tech Says Rising Prices Won't Help 4th-Qtr Results; Shares Fall By Molly Williams Micron Tech Says Rising Prices Won't Help 4th-Qtr (Update1) (Adds closing stock price, details in last 2 paragraphs.) Boise, Idaho, Sept. 8 (Bloomberg) -- Micron Technology Inc. shares fell 5.3 percent after the largest U.S. maker of computer memory chips said rising prices for its products won't boost earnings until the fiscal first quarter...........

To: Gottfried who wrote (32410)	9/9/1999 7:14:00 AM
From: w0z	Read Replies (2) \| Respond to of 70976

Isn't it amazing that everyone is excited if Japan manages to come close to 1% growth? Not many years ago we thought they were going to take over the world!

To: Gottfried who wrote (32410)	9/9/1999 8:42:00 AM
From: Ian@SI	Respond to of 70976

Good news from Taiwan continues... Ian. P.S. to G., Thanks for the email +++++++++++ September 9, 1999 Dow Jones Newswires Taiwan Semiconductor Mfg Aug Sales Up 85% To NT$7.01B TAIPEI -- Taiwan Semiconductor Manufacturing Co. (TSM) saw sales surge 85% in August, to a record high of NT$7.01 billion, from NT$3.80 billion in August last year, the world's largest pure chip foundry said in a press release Thursday. TSMC's sales figures have hit four consecutive monthly highs. On a month-on-month basis, the company's sales grew 6.5% from July's levels. Accumulated sales for the first eight months of the year amounted to NT$43.33 billion, up 27% from NT$34.17 billion during the same period in 1998, the release said. Most listed companies are required to disclose their August sales figures by 10 September. TSMC's stock closed unchanged Thursday, at NT$138.50, on volume of 25.3 million shares. -By Dermot Doherty +++++++++++++++++ September 9, 1999 Dow Jones Newswires Taiwan's Vanguard Aug Sales Up 68% On Yr At NT$941.0M TAIPEI -- Vanguard International Semiconductor Corp. said Thursday that its sales grew 68% in August to NT$941.0 million (US$1=NT$31.823) from NT$559.9 million in the same month a year ago. On a month-on-month basis, sales were up 17.5%, the chipmaker said in a press release Thursday. Accumulated sales for the first eight months of the year amounted to NT$8.83 billion, up 49% from NT$5.94 billion during the same period in 1998, according to the release. Vanguard, a 27%-owned unit of Taiwan International Semiconductor Manufacturing Co. (TSM), the world's largest dedicated chip foundry, said it expects sales to hit more than NT$1 billion in September. Most listed companies are required to disclose their August sales figures by Sept. 10. - By Dermot Doherty

To: Gottfried who wrote (32410)	9/9/1999 12:46:00 PM
From: Proud_Infidel	Respond to of 70976

Further warnings sounded on flash supplies A service of Semiconductor Business News, CMP Media Inc. Story posted 11:45 a.m. EST/8:45 a.m., PST, 9/9/99 >By Craig Matsumoto SANTA CLARA, Calif. ( ChipWire/EET) -- Flash-memory devices are essentially sold out for the year, thanks to the overall semiconductor industry recovery and to a widening base of applications that will push flash to nearly a $6 billion market by 2000, according to analyst Alan Niebel of Semico Research Corp. of Phoenix. Flash manufacturers at present are seeing lead times as long as 26 weeks, said Niebel, who presented his findings at Semico's annual forecast session here. "Most of the suppliers are sold out for the rest of the year," he said. "Almost everybody who is producing flash is making money at it, which wasn't the case a couple of years ago." Some manufacturers saw the push for supply coming. Earlier this year, Advanced Micro Devices Inc. began telling some of its flash memory customers to renegotiate their contracts in anticipation of an end to the industry's lengthy down cycle. Customers "laughed" at the idea -- one even accused AMD and Intel Corp. of conspiring to raise prices -- but are now having to scramble to secure flash parts, said Odilio Vargas, strategic marketing manager for AMD's non-volatile memory division. Capacity for flash is stretched more than for other memories because of the increasing uses of flash, Niebel said. The flash market will continue to blossom during the next few years. Flash revenues should reach $4 billion this year and climb to $5.9 billion in 2000, Niebel said. The figures represent a 60% growth rate this year and another 48% of growth next year. Sales of flash memory units will be up as well, from 1.175 billion this year to 1.526 billion in 2000, ultimately climbing to 2.915 billion in 2003, Niebel said. Average selling prices for flash will be on the rise as well, driven by the need for higher densities. In estimates that he called conservative, Niebel projected an average price for flash of $3.41 this year and $3.88 in 2000. Flash is beginning to replace hard drives in some application areas, but its primary applications continue to be cellular phones and PC BIOS, Niebel said. "You also see networking -- communications are large consumers of flash," he said. The popularity of flash memory is particularly telling in its use among new consumer devices, such MP3-format music players, 30 or so of which Niebel expects to see on the market this Christmas. With flash use becoming so widespread, and prices for the parts being relatively stable, some DRAM makers are retooling their fabs to build more flash. But Niebel doesn't expect the flash market to get overwhelmed with excess capacity and plummeting prices. "DRAM is also increasing its ASPs, so it won't be too strong," he said seminews.com