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To: gnuman who wrote (48897)8/3/2000 1:30:40 PM
From: jim kelley  Read Replies (2) | Respond to of 93625
 
This summarizes it!

"Global Semiconductor Market To Grow 31% in 2000

- 2000 Sales to Reach $195 Billion, Increasing to $312 Billion in 2003 -"

So the other market they are targeting is the chip to chip communications interconect market. Which is just about the whole market.



To: gnuman who wrote (48897)8/3/2000 1:36:04 PM
From: Zeev Hed  Read Replies (1) | Respond to of 93625
 
Gene, and I doubt SIA is assuming another down cycle in the semi due to excessive build up ( cap ex in chips this year is expected to exceed 25% of the chip sales, typically a precursor to excess capacity and price degradation).

Zeev



To: gnuman who wrote (48897)8/3/2000 1:46:37 PM
From: jim kelley  Respond to of 93625
 
Re: June semiconductor sales

Message 14157155


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