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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Tito L. Nisperos Jr. who wrote (33447)	12/8/1999 10:33:00 AM
From: Tony Viola	Read Replies (1) \| Respond to of 70976

Tito, not to shoot the messenger here, but check the headline of that article: " Worldwide 4th-Quarter PC Shipment Forecast Cut to 17% by Intl Data Corp. Should have said 4Q99 shipments predicted to rise 17 percent from year ago quarter, or something, which the body of the article stated. Scared me for a minute. 18% increase YOY predicted for 2000. Of course, he says shipments, which should mean units, not revenues. However, I wouldn't bet on anything when the author is careless like this. Looks like cell phones, other hand held devices and Internet infrastructure (communications) chips will be the big movers into next year, PCs chugging along. Tony

To: Tito L. Nisperos Jr. who wrote (33447)	12/8/1999 5:08:00 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 70976

Samsung says desktop FPDs to dominate display market by 2003 By Jack Robertson Electronic Buyers' News (12/08/99, 12:47:54 PM EDT) CHONAN, Korea - In a sign that demand for flat-panel desktop computer monitors is here to stay, Samsung Electronics Co. Ltd. said that revenue from desktop panel sales is slated to exceed that of notebook-PC displays within about three years. Samsung's AMLCD division said that by 2003 LCD monitor panels will account for 43% of all flat-panel display sales, compared with notebook screens, which will comprise 41% of the market. That rapid transition comes thanks to an astounding 87% compound annual growth rate within the desktop market, according to Wan Hoon Hong, senior AMLCD marketing manager for Samsung's display division, based here. "Monitor panels this year will account for 24% of all FPD sales revenue, but will increase in the next four years," Hong said. Samsung estimates that 4 million desktop monitors will be sold in 1999, increasing to 6.4 million in 2000 and to 9.9 million the following year. The company claims to have an 18% share of the market today and hopes to increase it to 20% in 2001. Samsung will boost its manufacturing capacity next October when it ramps up its Line 4 plant. The facility will use generation 4 motherglass measuring 730mm x 920mm, which Samsung claims is the largest substrate used by any display maker. The large glass size will boost yields by allowing Samsung to fabricate four 21.3-in. or six 17-in. panels on each substrate, according to Hong. Despite its manufacturing advances, Samsung concurred with most industry projections that TFT-LCD panels will remain in short supply through the first half of 2000. Hong estimated that the industry currently has a 10% supply shortfall that it cannot meet. The supply imbalance has pushed up the price of notebook panels significantly, according to Hong, who said 12.1-in. screens have risen from $280 in the first quarter of this year to $380 today. Monitor panels have risen less significantly, with the price of a 15-in. unit increasing from $550 early this year to $620 today, he said. However, the monitor panel price increases have been large enough to slow demand growth, Hong said. He believed that in the second half of 2000 the supply of monitor panels will catch up with demand and possibly slip into oversupply late in the year, which in turn would trigger stronger demand.