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

To: Ian@SI who wrote (32947)	10/26/1999 9:03:00 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 70976

DRAM Chip Prices Decline in Post-Quake Correction October 26, 1999 (SEOUL) -- Following a skyrocketing of prices after the powerful earthquake that shook Taiwan, the value of 64Mb DRAMs fell sharply to about US$12-US$13 late last week as prices went into correction. Microchip industry watchers said that prices were overheating since the Taiwan quake and are finally going into a correction phase. The adequate price range for 64Mb DRAMs should be in the range of US$11-US$12, they added. Samsung Electronics Co., Ltd. and Hyundai Electronics Industries Co., Ltd., Korea's top two chip makers, stated that they will not be affected by falling chip prices as they have already secured steady supplies. Related story: Chip Prices Tumble Below US$20 (Maeil Business Newspaper, Korea)

To: Ian@SI who wrote (32947)	10/29/1999 6:35:00 AM
From: Duker	Respond to of 70976

Intel misjudges demand: excerpts from WSJ article Intel Calms Fourth-Quarter Worries, Says Computer Demand Tops Forecasts By DEAN TAKAHASHI Staff Reporter of THE WALL STREET JOURNAL Intel Corp. executives, calming worries about the fourth quarter, said computer demand remains stronger than expected and that the company doesn't expect difficulties from either the year-2000 bug or the Taiwan earthquake. The Santa Clara, Calif., computer-chip powerhouse, in a Web broadcast for analysts and reporters, also offered a window into its development plans for the next year. Planned products include a microprocessor operating at a billion cycles a second, or one gigahertz. 1Intel to Unveil Speedier Chips on Monday to Challenge AMD (Oct. 22) 2Company Profile: Intel Intel's stock has been hit lately by fears that Intel would be constrained by industrywide shortages of graphics chips and memory chips; those shortages could potentially limit customer demand for Intel's microprocessors. But Intel executives said they saw no external obstacles to growth in the current quarter. "The second half is playing out as we expected, with the exception that demand is stronger than we expected," said Sean Maloney, vice president of marketing. "The driver is the Internet." While prices for low-end PC chips have declined, Intel's revenue has remained relatively stable because it is selling a greater proportion of high-price chips for servers and workstations, said Paul Otellini, an executive vice president. And packaging and manufacturing advances over the next year will allow Intel to cut manufacturing costs as much as 50% for every Pentium III chip the company sells and 20% for every low-end Celeron microprocessor, he said. Analysts were reassured. "There have been concerns about Y2K and demand," said Ashok Kumar, an analyst at U.S. Bancorp Piper Jaffray in Minneapolis. "But Intel sees the whole picture, and they feel confident that they aren't constrained." The Web broadcast began after stock markets closed. Intel's shares closed on the Nasdaq Stock Market Thursday at $72.1875, up $2.75. ... Web Broadcast (registration necessary ...): webevents.broadcast.com --Duker