Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Proud_Infidel who wrote (35570)	6/28/2000 12:15:00 PM
From: Gottfried	Read Replies (2) \| Respond to of 70976

Brian & all, "Dell says component shortage still hurts" By Bloomberg News June 27, 2000, 11:05 a.m. PT NEW YORK--Dell Computer CEO Michael Dell said his company is facing parts shortages from suppliers, including Intel, and second-quarter PC demand is "robust." yahoo.cnet.com Gottfried

To: Proud_Infidel who wrote (35570)	6/30/2000 9:54:31 AM
From: Proud_Infidel	Read Replies (3) \| Respond to of 70976

Chartered now expects foundry revenues to grow 10% in Q2 Semiconductor Business News (06/30/00, 09:15:52 AM EDT) SINGAPORE--Silicon foundry supplier Chartered Semiconductor Manufacturing Pte. Ltd. today said its revenues and profits in the second quarter will be substantially greater than expected due to higher selling prices for processed wafers and fabs operating at higher capacity. The Singapore foundry company said it now expects to report second-quarter revenues that are 10% higher than its $238.4 million sales in the first quarter of 2000. The pure-play foundry company also said it anticipates net income being 4-to-5% higher than its $37.8 million profit in the first three months of this year (see April 19 story). Chartered's gross profit margin was originally expected to be down sharply from the first quarter because of the cost involved in starting up its new Fab 6 plant. However, strong business conditions have revised the outlook to gross profit margins being down just two percentage points from the first quarter's 35% of net revenues. Based on current industry trends and expected demand for semiconductors, Chartered said it anticipates earnings per share to remain constant in the third and fourth quarters despite the costs of starting up two new 8-inch wafer fabs. Chartered will post its second-quarter results on July 21.