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To: DJBEINO who wrote (7764)6/20/2000 9:09:00 AM
From: DJBEINO  Respond to of 9582
 
Insightful article on semi sector in WSJ

Prospects for Semis including MU looking good as " prices for benchmark chips hover near five-month highs and peak demand in the second half of the year approaches"

Semiconductor Industry Association Research cited in WSJ Tech section today

"Growth in Internet use and wireless communications will help to boost total industry sales this year to US$195 billion -- up 31% from 1999 -- DRAM shipments will help lead the way, with a 42% jump in world-wide sales to US$29 billion"

more details read

interactive.wsj.com

netcognizance.com
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AWSJ: Good Times Return For DRAM Chip Makers

World's Memory-Chip Makers Revel As Prices Rise, Buying Season Nears