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To: John Stewart who wrote (2240)	11/30/1999 11:49:00 AM
From: Ian@SI	Respond to of 3661

An old story (2 weeks) but interesting all the same... ++++++++ OUTLOOK Semiconductor Business News (11/11/99, 11:40:13 AM EDT) TI, Samsung, Infineon to climb in top 10 chip makers in 1999 By Robert Henkel SCOTTSDALE, Ariz. -- Just about everyone these days can name the world's leading chip maker. Intel Corp. is more than three times larger than any other semiconductor company. But coming up with the other ranking chip makers can be a chore. IC Insights Inc., one of the market researchers that ranks leading manufacturers, finds this year's list no less daunting. ?After conceding the No. 1 spot to Intel, the remainder of the top 10 company rankings are forecast to display some volatility in 1999,? declares Bill McClean, president. This year's top 10 chip makers Rank 1999 sales* % change over 1998 1. Intel $26.14 15% 2. NEC 8.93 15% 3. TI 7.65 22% 4. Motorola 7.35 0% 5. Toshiba 6.75 16% 6. Samsung 5.8 35% 7. Hitachi 5.23 14% 8. Infineon 4.94 26% 9. STMicro 4.9 16% 10. Philips** 4.53 3% Billions of U.S. dollars *Includes VLSI Technology for second half No newcomers are expected to break into the list, but seven of the top 10 chip makers are expected to change their ranking this year. Texas Instruments, Samsung, and Infineon are all predicted to jump up in the top 10 list, while Motorola, Hitachi, and Philips are expected to fall in the ranking. Only NEC, Toshiba, and STMicroelectronics are forecast to maintain their 1998 positions. 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. Motorola Inc. will drop from No. 3 to No. 4, primarily because it sold its components business (now called On Semiconductor) in early 1999. Its sales this year are expected to be flat at $7.35 billion. The three Japanese chip makers in the top 10 rankings--NEC, Toshiba, and Hitachi--are expected to show only moderate growth this year. And even most of that rise will come from the yen, which is showing increased strength versus the dollar. Where it not for exchange rate fluctuations, growth rates for these three semiconductor companies would be only in single digits, McClean notes.

To: John Stewart who wrote (2240)	11/30/1999 1:09:00 PM
From: Ian@SI	Read Replies (3) \| Respond to of 3661

Looks like there was an estimate revision within the past 2 weeks. On Nov 9th, the range of estimates for MTSN was 4½ to 6½. On Nov 16th, the range is 5½ to 7½. It would seem that the lowballer is now the "highballer". Your mission, Mr Stewart, should you decide to accept, is to name the analyst who raised his MTSN Earnings Estimate for the current quarter. :-) Best wishes, Ian ++++++++ Earnings estimate report Earnings per Current Next Current fiscal Next share estimates quarter quarter year year Mean 0.06 0.09 -0.07 0.71 High 0.07 0.11 -0.04 0.77 Low 0.05 0.07 -0.10 0.57 Number of estimates 3 3 4 4 Year ago -0.33 -0.16 -0.87 -0.07 Date last revision 16-nov-1999 16-nov-1999 Date last confirmation 16-nov-1999 16-nov-1999