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To: Black-Scholes who wrote (45638)	9/30/1999 8:05:00 PM
From: DiViT	Read Replies (1) \| Respond to of 50808

Chip stocks tumble on nuclear incident, memory prices biz.yahoo.com SAN FRANCISCO, Sept 30 (Reuters) - Shares of semiconductor makers tumbled on Thursday as investors worried about the potential impact from a nuclear accident in Japan and a drop in memory chip prices, analysts said. Japanese officials said 27 people were treated for radiation exposure in the country's worst-ever nuclear accident at a Japanese uranium processing plant about 90 miles (140 km) northeast of Tokyo on Thursday. Analysts and traders said that investors were worried that the nuclear incident may affect chip companies with big manufacturing plants in the Tokyo area. Investors were already nervous about a bigger-than-expected impact on chip makers and PC makers after the Taiwanese earthquake last week Amid a broad drop in the sector, LSI Logic Corp. (NYSE:LSI - news) fell $5 to $51.50 on the New York Stock Exchange; National Semiconductor Corp. (NYSE:NSM - news) closed down $2.31 to $30.50 on the NYSE; Cypress Semiconductor Corp. (NYSE:CY - news) lost $4.375 to $21.50 on the Big Board; Atmel Corp. (NasdaqNM:ATML - news) declined $2.56 to $33.81 on Nasdaq; and Xilinx Inc. (NasdaqNM:XLNX - news) eased $1.68 to $65.53 on Nasdaq. Chip giant Intel Corp. (NasdaqNM:INTC - news) was off $0.875 to $74.625 on Nasdaq. ''The stocks were a little weak when the day started, and the news about the radiation leak in Japan served as a catalyst for people to take profits,'' said one technology stock trader. Milpitas, Calif.-based LSI Logic has a chip manufacturing plant 55 miles from the incident in Japan, but said everything was ''business as usual,'' at its plant in Tsukuba. ''There is a significant range of mountains in between the (LSI) site and the accident,'' said Kevin Brett, an LSI spokesman. ''I just talked to our executive vice president of worldwide manufacturing, who said there is no impact.'' Micron Technology Inc. (NYSE:MU - news), the biggest maker of memory chips in the U.S., was among the most actively traded stocks on the NYSE, losing $5.4375 to $66.5625. Traders cited fears about the accident in Japan and a recent decline in memory chip prices. ''We have a plant in Japan, but it is unaffected by the disaster,'' said a spokesman for Micron in Boise, Idaho. ''It's not very close at all. It's in the Kobe/Osaka area.'' Some analysts said investors who worried about a recent decline in memory chip prices were overreacting. Erika Klauer, an analyst at Deutsche Banc Alex. Brown, said she remains positive on the semiconductor industry. Spot prices for 64-megabit memory chips are about $18.50 currently, according to Paul Meyers, a memory commodity manager at the American IC Exchange in Aliso Viejo, Calif. Prices had spiked to about $21-$22 immediately following the Taiwanese earthquake. ''By early next week, prices should be rebounding,'' Meyers said. ''It's the end of the month, and people are trying to reduce their inventories.''

To: Black-Scholes who wrote (45638)	9/30/1999 9:56:00 PM
From: John Rieman	Read Replies (3) \| Respond to of 50808

A killer app of Digital Video and the web............... webdevelopersjournal.com Mr. Grove should lead, follow or get out of the way. Andy Grove is wrong. Interactive TV is not a dead end. by Paige Turner At a CBI lunch in London last week Andy Grove said that interactive TV is a dead end. That TV is awkward for users and they won?t go for it. Besides PCs are going to be cheaper than TVs. Perhaps he hasn?t recognised the next killer app: tracking and profiling Web site and television visitors and marketing to them in very precise ways. September 27, 1999 Email was the first killer app of the Internet and the Web browser the second. Perhaps Andy hasn?t realised how much money television programmers spend trying to predict what audiences will do. Enormous amounts are spent trying to figure out what television audiences have done. Trying to match the ad with the audience on television is an arcane art ? it?s part Voodoo and part seat of the pants intuition built up over years of experience. Television still can?t measure any of this very well. But guess what? You can measure all this stuff very precisely on the Internet. The tools are already being used on high volume Web sites to serve highly tailored content and marketing messages to individual site visitors. Now that television is being delivered digitally and interactively television can use the same tools. Just like PageMaker on the Macintosh made linotype operators obsolete visitor nerds wielding Web site traffic analysis tools and visitor profiling databases are going to quickly change the way marketing works not only on television but across all media. Right now large media owners are able to serve Web site ads for golf paraphernalia to visitors they know watched the Ryder Cup on television last night. Did your girl friend recently subscribe to Bride magazine? You may start seeing banner ads for formal wear hire or limousine rental services. If you get married you?ll trigger the appearance of banner ads for nappies in about 9 or 10 months. This smacks of invasion of privacy? Some of this may be a bit close to the edge but with interactive television married to computing and the Internet site owners don?t have to know your name or email address to do some pretty finely tuned one-on-one marketing. This is really direct marketing. If the privacy thing gets a bit sensitive what would be wrong with marketing to groups instead of individuals? Imagine an advertising salesperson calls on a car manufacturer and says something like "I?ve got 200,000 young males that are interested in buying a new car coming to my site next week. I know this because we?ve tracked a group of surfers who have all spent at least an hour on new car related sites. We know this group comes to our site regularly. They watch racing on TV live in affluent neighbourhoods. Would you like to have your ad placed in front of these hungry new car buyers? They?ll be a slight premium charge, of course." This can be done right now with getting any site visitors to register, tell their email address or name. You don?t need any of that to market one-to-one. TV is where the mass audience is. Internet content delivery technology allows efficient one-to-one marketing. The Internet makes possible very precise measurement of what site visitors do. Tie the technologies together and you have the most potent marketing tool to come along since the printing press. The television marketers have big war chests and will not let this opportunity go by. Andy Grove needs to lead, follow or get out of the way. It?s going to happen.