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To: Catcher who wrote (46473)	7/3/2000 8:44:03 AM
From: sam	Respond to of 93625

Via Technologies Shares Rise 3.8% as It Grabs Market From Intel By Chad Rademan Taipei, July 3 (Bloomberg) -- Via Technologies Inc., the world's second-largest computer chipset supplier after Intel Corp., jumped 3.8 percent on the Taiwan Stock Market after a prominent U.S.-based analyst said Via is gaining on Intel. Via rose NT$18 ($0.58), or 3.8 percent, to NT$493, in the stock's first gain in seven sessions. Via was also the fifth most- active share by value on the Taiwan exchange. SG Cowen Securities Corp. analyst Drew Peck last week said Intel chipsets are losing favor in Taiwan. Peck wrote to clients that by yearend, Taiwan motherboard makers will use Via chipsets in 60 percent of their products. Taiwan produced well over half of the world's computers last year. The shortage of processors this year ''has obliged Intel to shift some capacity allocation from chipsets to processors, allowing Via to increase its share of the chipset market from 25 percent in the first quarter 2000 to 41 percent in second quarter 2000,'' said Stephen Connor an analyst with Donaldson, Lufkin & Jenrette in Hong Kong. ''We expect this trend to continue going into the second half as the corporate PC demand recovery gains momentum.'' Chipsets manage the flow of information between the processor and other parts of a computer, including memory and external devices. Inroads on Intel Via has 35 percent to 40 percent of the global chipset market, said Shane Dennison, a Via spokesman. The company is targeting 50 percent by yearend, he said. Via has made inroads against Intel in the chipset business in part because the two companies are backing different computer memory standards. Via supports PC133, while Intel backs a standard created by U.S.-based Rambus Inc., called Rambus DRAM. Computer makers have so far favored PC133 memory because it allows them to keep production costs lower than with Rambus. PC133 claims about 35 percent to 40 percent of the DRAM market compared with Rambus's five percent, said Connor. Moreover, Intel has only one PC133 chipset planned for this year compared with six for Via. ''We therefore do not regard Intel as a significant threat to Via's position as a leading supplier of mainstream chipsets,'' Connor said. quote.bloomberg.com