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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: John Hull who wrote (96999)	1/21/2000 2:44:00 AM
From: Paul Engel	Respond to of 186894

John & Intel Investors - Intel grew market share in Europe during 1999. "Intel's growth rate in Europe was 4% higher than the region's overall market growth of 9% last year" I hope the trend continues. Paul {=================================} Intel, Infineon, Samsung grow market shares in Europe as top chip suppliers By Semiconductor Business News Jan 19, 2000 (8:14 AM) URL: semibiznews.com SEVENOAKS, England -- Intel, Infineon, and Samsung increased their semiconductor market shares in Europe during 1999, while fourth-ranked NEC slipped slightly, according to a new report from Future Horizons here. The U.K. research firm said Intel Corp.'s European chip revenues grew 13% in 1999 to $7.5 billion compared to sales in the previous year. Intel's growth rate in Europe was 4% higher than the region's overall market growth of 9% last year, said Future Horizons. Europe's semiconductor market reached $32 billion in 1999. Intel's European business was driven by strong demand for PC processors and high unit volumes in flash memories for mobile communications, said the research firm. The Santa Clara, Calif.-based chip giant increased its European market share to 23.5% last year from 22.7% in 1998. Europe's second largest chip supplier was Infineon Technologies AG of Munich, which increased its revenues in the region by 15% to $2.8 billion in 1999 from $2.4 billion in 1998, according to Future Horizons. In 1999, European sales accounted for 54% of Infineon's total revenues vs. 64% in 1998, said the market researcher. Infineon's European market share grew slightly to 8.8% in 1999 from 8.3% in the previous year. A strong rebound in DRAM revenues gave Samsung Electronics Co. Ltd. a boost in Europe, pushing the South Korean company's revenues to $1.5 billion, or 4.7% of the region's total chip sales. In 1998, Samsung had a market share of 4.1% in Europe, said Future Horizons. Europe's market now accounts for about 22% of Samsung's chip sales, said the research firm. NEC Corp. saw its European revenues grow from $948 million in 1998 to $1.1 billion in 1999, a 15% increase, but the Japanese chip supplier's share in the market slipped to 3.4% from 3.7%, according to Future Horizons. Europe accounts for 12% of NEC's worldwide semiconductor sales

To: John Hull who wrote (96999)	1/22/2000 1:03:00 AM
From: dmf	Respond to of 186894

John, Re "...that detail isn't really considered relevant" Please don't take me wrong, but I thought it was relevant. That's why I asked the question. As an investor, I make decisions based on the information available. The more complete and accurate that information, the better my chance of making good decisions. Your willingness to set the record straight is most helpful. I appreciate your posts as much as anyone. You said, "I'm curious as to what use these statistics would be to you. Surely. the specific numbers aren't as important as the general trend. You would want to know the degree of heterogeneous environments...does it represent the market as a whole?...how well is Intel doing in attracting customers who have Sun in their datacenter now....that sort of thing, yes?" Yes. I want to know that sort of thing. AND anything else I can find out <gg>. Like you, I've been on SI since 1996. Trends are important, but there are people who look for hard numbers to use in spotting and following trends and there are those who are happy to have others characterize information for them. I've found that characterizations are more useful when I have hard numbers that allow me to view differing characterizations in a factual context (maybe it's the old math teacher in me!). I am a stockholder in Intel and Sun. They have been excellent investments. I've not tried to hide the fact that I believe both companies are well positioned in our fast changing world. My son is a strong advocate of open-source software. I am interested in the reach of Linux as well as Solaris. Exciting times. I can't imagine what the next decade will bring. I am bolstered by the fact that Intel believes the best way to predict the future is to create it. Much better than trying to guess what the other guys are going to do! No one could call me an anti-Intel poster, but I don't think I'm the only one who finds questions spawning MORE questions when I hear phrases like: 1. we would not disclose the answer publicly; 2. that detail isn't really considered relevant for corporate reporting; 3. Again, no statistics are available for outside consumption. Stay paranoid. But, please understand when investors have questions. We, too, want to survive...and prosper! I understand the need to keep certain information close to your chest. I want you to share what you can but I wouldn't want you to go against company guidelines any more than I would want any Intel employee to violate a NDA or a personal confidence. Individuals will come to their own conclusions with whatever information they have available. Intel management provides an abundance of information for the investor. I appreciate that. And, it's good to know that Intel does not pay anyone to read or post to SI and that there is no mandatory hardware migration in the data centers. That's useful information. After being away from my computer today, I was pleasantly surprised to find your post. I hope I've responded adequately to your questions. Thanks again. And good luck with the Communications Fund. I'll look forward to hearing good things. dmf