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Technology Stocks : Rambus (RMBS) - Eagle or Penguin -- Ignore unavailable to you. Want to Upgrade?

To: Alan Hume who wrote (35476)	12/1/1999 2:15:00 PM
From: Don Green	Respond to of 93625

O.T. Chip Equipment Boom To Blast Off (12/01/99, 11:08 a.m. ET) Semiconductor Business News Semiconductor equipment suppliers are ending the year feeling upbeat about the prospect for strong growth in capital spending by chip makers after being beat up badly by last year's recession. A survey of suppliers shows respondents expecting worldwide equipment sales to grow 18.3 percent, to $27.7 billion in 2000 from $23.4 billion this year. "The year-end survey shows that our industry expects to begin the new century with a solid upturn," said Stanley Myers, president of the Semiconductor Equipment and Materials International (SEMI) trade group, which released the survey results at its Semicon Japan trade show on Wednesday. The Silicon Valley-based trade group polls its members for a consensus forecast twice a year. The year-end survey shows optimism nearly unchanged since last summer. The survey predicts semiconductor equipment revenue to grow 20.3 percent in 2001 and 14.3 percent in 2002. For wafer processing equipment, SEMI's year-end survey shows revenue growing 18.7 percent, to $17.9 billion in 2000 from $15.1 billion in 1999. Assembly and packaging equipment sales are expected to increase 12.4 percent, to $2.1 billion from $1.8 billion in1999, according to the survey. Test equipment revenue is expected to rise 18.6 percent, to $5.6 billion in 2000 from $4.7 billion in 1999. The SEMI consensus forecast is a little less bullish about next year's growth than other forecasts by market researchers. Dataquest, San Jose, Calif., predicts wafer fab equipment sales will surge 26 percent, to $19 billion, next year from $15.1 billion in 1999. In 2001, fab equipment sales are expected to jump 47 percent, to $27.9 billion, followed by a 19 percent increase, to $33.3 billion, in 2002, according to analyst Clark J. Fuhs, director of Dataquest's Semiconductor Manufacturing Analysis unit. But nearly everyone seems certain that 2000 will mark the beginning of the next growth cycle for capital spending after investments nearly dried up in 1998. Fab equipment spending fell 28 percent last year, to $14.6 billion in 1998, according to Dataquest. "Reports of new orders and shipments are already showing signs of renewed growth in the industry, and the prospects for accelerated growth in 2000 seem promising," Myers said. "With the continued expansion of Internet-related technologies and increasing demand for semiconductors in new electronics, semiconductor equipment and materials companies stand well-poised to benefit as chip manufacturers ramp up production." techweb.com

To: Alan Hume who wrote (35476)	12/1/1999 4:13:00 PM
From: Ian@SI	Respond to of 93625

Alan, Whatever you decide to do re RMBS, I'm confident that it will be on a better informed basis than was the case for the typical poster on this thread when I followed it regularly. Hopefully, the knowledge level has been increased substantially during the past year. I don't agree with your assessment of the motivation for Nintendo's switch to DDR. But that's merely my opinion vs yours. While either of us might be correct, of course, I'm absolutely certain that I am. :-) Best wishes, Ian.