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Technology Stocks : Lam Research (LRCX, NASDAQ): To the Insiders -- Ignore unavailable to you. Want to Upgrade?

To: Duker who wrote (3589)	11/2/1999 3:07:00 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 5867

September becomes strongest month in chip recovery, says SIA semibiznews.com Great headline but no story with link!?!? BK, getting the story before it's even finished<VBG>

To: Duker who wrote (3589)	11/2/1999 4:53:00 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 5867

Dataquest: Chip industry will hit $250B by 2002 By Matthew Sheerin Electronic Buyers' News (11/02/99, 09:52:06 AM EDT) The global semiconductor business will grow at more than 14% per year through 2002, when total revenue will reach $250 billion, Dataquest Inc. predicted Monday during its annual semiconductor conference in Indian Wells, Calif. Strong demand from communications-related industries, as well as modest growth in the PC industry, will lead to 14% growth this year, to $155 billion, 17% in 2000 ($181 billion), and 19% in 2001 ($215 billion). The DRAM market, due to a quicker-than-anticipated transition to 128-Mbyte memory devices, will grow at a faster rate, said analyst Ronald Bohn. "Last year, we expected the DRAM market to peak in 2001, but now we expect it will peak in 2002," when the overall industry will begin to flatten out, he said. Dataquest predicts the industry's growth cycle to end in 2003, Bohn added. Dataquest's outlook is a bit more bullish than the Semiconductor Industry Association, which last week said global chip revenue will reach $234 billion in 2002, but it surprised many attendees, who expected rosier predictions. Bohn said the PC industry, which still accounts for a major portion of chip sales, will continue to experience price cutting over the next few years. While PC unit growth should reach 17% per year through 2003, actual revenue growth will be less than 10%, thereby affecting chip suppliers to that industry. That's why the San Jose, Calif., research firm predicts that microprocessor revenue will grow an average of 9% between 1998 and 2003. In other predictions, Datquest said: Microcontrollers, which experienced sluggish revenue increases in the last two years due to economic woes in Asia, will resume double-digit growth this year. The compound annual growth rate of DSPs will total 13% from 1998 through 2000. Bohn added, however, that "DSP cores will show up in a host of application-specific markets, so total DSP growth over the long term will be in excess of 20%." DRAM capacity should continue to meet demand until the second quarter of 2000, when supply constraints should last for upward of 18 months. DRAM revenue will peak at $63 billion in 2002. Sales of flash-memory devices, driven by strong demand from several consumer markets, such as cell phones and digital cameras, will grow at greater than 25% a year through 2003. Dataquest also predicted that, despite intense debate in the PC industry over the future of Direct Rambus DRAM, it will emerge as the industry's mainstay memory-interface technology. "We do believe that Rambus will prevail," Bohn said. ebnonline.com