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

To: Duker who wrote (3690)	11/26/1999 8:09:00 AM
From: Proud_Infidel	Respond to of 5867

Duker, The Rio is highly recommended. No moving parts so 1 AA lasts approx 12 hours. Love it! As for the dig camera, I have an inclination to buy a 1.3 megapixel now rather than wait for the 2 megapixels to come down to my price point. I think one of these days I am just going to place the order. I cancelled my last one since it tokk over 2 months on backorder. Like computers though, these have a time decay in terms of their worth since prices change week by week. Never an easy decision:-) BK

To: Duker who wrote (3690)	11/26/1999 7:25:00 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 5867

DRAMs to See Double-Digit Growth Through 2002: IDC Japan November 26, 1999 (TOKYO) -- IDC Japan Ltd. said that while the compounded annual growth rate (CAGR) of microprocessors in value will be 1.8 percent on average, DRAMs will show a high growth rate of 21.9 percent for use in PCs through 2002. Akira Minamikawa, component semiconductor director of IDC Japan, unveiled the forecast in his speech entitled "Challenges to Digital Consumer Electronics and Japan-based Semiconductor Makers," at a press briefing in Tokyo on Nov. 17. The briefing was held by Semiconductor Equipment and Materials International (SEMI) Japan. SEMI is a worldwide organization of semiconductor equipment manufacturing companies. Microchip demand for PCs will rise 7.1 percent (CAGR) in value through 2002, and the US$35 billion market in 1999 will reach US$50 billion in 2002. In terms of components, DRAMs will achieve by far the highest growth of 21.9 percent on a CGAR basis. Other components will see modest growth -- 1.8 percent CGAR for microprocessors and 3.9 percent CAGR for core logic chips, according to Minamikawa. DRAMs will support the overall semiconductor demand for PCs in the coming years. Although PC shipments in units will continue to expand at a brisk pace, microprocessors (in value terms) will increase slowly because of the stronger effect of price reductions. Meanwhile, PC users are buying computers with enhanced memory capacities. DRAMs only account for about 6 percent of the total price of a PC, Minamikawa said, indicating that there's more room for DRAMs to grow in sales terms. A typical PC has about 90MB of memory at present, and that will expand to 1GB in about 2006. Some DRAM makers may exit the market and the number of DRAM makers will be reduced to about five, Minamikawa also said. (BizIT) nikkeibp.asiabiztech.com