SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Mattson Technology -- Ignore unavailable to you. Want to Upgrade?


To: lrrp who wrote (2178)11/11/1999 9:56:00 PM
From: Ian@SI  Read Replies (1) | Respond to of 3661
 
Steve, Not I, do you have a guess. <g>

Nice article at:
semibiznews.com

Short extract shows that 3 of MTSN's customers are expected to show the strongest growth. Hmmmm, is that because they're MTSN's customers? :-)

Ian.

+++++++

...Samsung will show the highest growth rate of the top ten companies, McClean predicts, an increase that will be due mostly to the strong second-half DRAM market. The South Korean company will grow 35% to $5.8 billion in chip sales. It is expected to gain two spots in the rankings this year, rising from No. 8 to No. 6.

Infineon is expected to register the second biggest jump, moving from the No. 10 position last year to number eight in 1999. Its sales should hit $4.94 billion, up 26% from last year. It also is expected to benefit from the rebound in the DRAM market, as well as a surge in analog chip sales to the communications systems market, McClean says.

TI is also growing faster than the overall chip market and is predicted to climb to the number three position this year. It will grow 22% this year to $7.66 billion in sales, according to IC Insights. The Dallas chip maker is doing this by taking advantage of its strengths in leading-edge products, McClean says. It is riding the cellular handset boom, which should grow 58% this year, with its analog and DSP chips, he notes.

...



To: lrrp who wrote (2178)11/11/1999 9:57:00 PM
From: John Stewart  Respond to of 3661
 
Doug;

They have all the TMSC strip, no CVD there. Brad noted they have demand to double their biz next year and he expected them to go up 50% (100% growth being too much).

Best Regards,
John Stewart