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To: GVTucker who wrote (48879)	8/3/2000 12:39:49 PM
From: Dave B	Read Replies (2) \| Respond to of 93625

GV, Any sales reserve is required to be disclosed. Thanks, I wasn't aware of that. Are you keeping an eye on whether or not they are disclosing any reserves in this area (as a hint as to how negotiations might be going)? If so, will you let the thread know if they show up? TIA, Dave

To: GVTucker who wrote (48879)	8/3/2000 1:50:43 PM
From: lbhutchings	Respond to of 93625

Chip sales exceed expectations at record $16.6 billion in June August 3, 2000 ebnews.com By SBN Staff Semiconductor Business News (08/03/00, 11:55:14 AM EST) Stronger-than-expected demand for integrated circuits pushed worldwide chip sales to a record $16.6 billion in June, which was a 48.1% increase over revenues in the same month last year and 5.2% growth over billings in May, said the Semiconductor Industry Association today. June was the fourth consecutive month that set a record high for semiconductor sales, based on the SIA's three-month moving average. "June's numbers exceeded our expectations and affirm our forecast for a strong 2000," said George Scalise, president of the SIA, referring to the group's revised forecast for 31% growth in semiconductor revenues to $195 billion this year. "These record-high [June] numbers reflect the growth in the Internet infrastructure and wireless communications markets," Scalise added. According to the San Jose-based trade group, sales of flash memories grew 167% in June, compared to shipments in the month last year. Field programmable logic devices were up 106%; digital signal processors (DSPs) grew 51%; standard analog chips rose 70%, and optoelectronics devices increased 65%, said the SIA, which did not release sales figures for those product categories. Scalise indicated that high-volume consumer products, such as wireless phones, personal digital assistants (PDAs), and set-top boxes, drove the sales of these types of semiconductor in June. DRAM sales were up 75% and microprocessor grew 36% in June, compared to a year ago, based on solid growth in personal computer shipments, according to the SIA. Using its three-month moving average, the SIA has reported record monthly sales since March, when revenues reached $15 billion. Chip sales climbed steadily to $15.2 billion in April and $15.8 billion in May before surging to $16.8 billion in June. Semiconductor sales totaled $11.2 billion in June 1999. As in previous months, the Asia-Pacific and Japanese chip markets grew the fastest in June. Chip sales in the Asia-Pacific region grew to $4.26 billion in June vs. $4.05 billion in May--a 5.1% increase. Compared to June 1999, Asia-Pacific chip sales were up 52.8% from $2.78 billion, said the SIA. In Japan, semiconductor sales grew 5.1% to $3.71 billion in June vs. $3.53 billion in May. Compared to June 1999, semiconductor sales in Japan were up 50.8% in June compared to $2.46 billion in the month last year. Chip sales in the Americas increased 7.8% to $5.23 billion in June compared to $4.85 billion in the previous month. Sales were up 42.7% from $3.67 billion in June 1999, said the SIA. European semiconductor sales grew 1.8% in June to $3.44 billion compared to $3.38 billion in May. The region's chip revenues were up 48.1% in June compared to $2.33 billion, according to the monthly sales report.