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To: Sonny McWilliams who wrote (26430)	9/6/2000 5:50:08 PM
From: William Hunt	Read Replies (4) \| Respond to of 27012

Sonny ---Thought you might be interested : Chip sales continue record-breaking run in July at $17.3 billion By J. Robert Lineback Semiconductor Business News (09/05/00, 08:49:13 AM EDT) SAN JOSE -- Worldwide chip sales smashed another record in July, climbing to an all-time high of $17.3 billion in the month, said new data released today by the Semiconductor Industry Association (SIA). Chip revenues jumped 50% from $11.5 billion in July 1999 and increased 5.4% from $16.65 billion in June, based on the SIA's three-month moving average of worldwide sales. Semiconductor sales grew 57.3% in the Asia Pacific and 52% in Japan compared July 1999, said the SIA monthly report. Chip sales in the Americas were up 46.1%, while the European market saw an increase of 46.5%, said the new report. "Once we tally sales in the final four months of 2000, we are confident the industry will reach our forecast of 31% growth this year," said George Scalise, president of the SIA. In June, the San Jose-based trade group raised its forecast for growth in 2000 to 31%, predicting chip sales will reach $195 billion this year (see June 7 story). While the semiconductor industry continues to gain momentum this summer, some industry analysts have begun to revise their forecasts for growth to the 40% range. Most of the growth so far this year has been driven by higher unit volumes, but increases DRAM prices are expected to accelerate sales totals in the final months of 2000 as shortages begin to appear (see Aug. 24 story). In July, semiconductor sales grew 57.3% to $4.46 billion in the Asia Pacific region from $2.83 billion in the month last year, said the SIA billings report. July's sales in the region were 4.7% higher than $4.26 billion in June, based on the SIA's three-month average. In Japan, July sales reached $3.89 billion, an increase of 52% from $2.56 billion in the month last year and 5% from $3.71 billion in June. The Americas chip market grew 46.1% to $5.52 billion in July from $3.78 billion in the month last year. Americas' semiconductor sales were up 5.4% from $5.23 billion in June, said the SIA report. Europe's sales grew 46.5% to $3.45 billion in July from $2.35 billion, but revenues in the region were flat compared to June, according to the report. BEST WISHES BILL

To: Sonny McWilliams who wrote (26430)	9/6/2000 6:11:44 PM
From: William Hunt	Read Replies (1) \| Respond to of 27012

Sonny ---Hope you are enjoying your trip to Seattle to see the family . Finally starting to see some clear skies back in the east after all the rain . I am ready for some sunshine . Amazing how the analysts whip the market to pick up fire sales on the tech stocks . Micron today , Intel yesterday . SG Cowen raises Micron yesterday to 118 target ---today DLJ lowers to 50 after having a target price of 125 ( By the way it never got there ) . I do not believed in the market anymore ---it is not about growth or value etc ---merrily manipulation by the big boys . I will wait it out until I break even but I have a hard time dealing with something when their is no logic involved . Even Dan Niles today said he did not see what the analyst at DLJ was talking about . Boy this no energy policy is a joke ---Both republicans and democrats have no idea on how to make the country energy independent . I really would to see some focus on this issue instead of spending the budget surplus for the next ten years . The lack of long range planning is really going to bite us in the butt this winter - 40 % increase in my natural gas plus on top of a 70% increase in the price of gas from last year . The prescription plan that is being promise by Gore is not even funny . It is very similar to what Clinton promise several years ago . I work up the savings for my -mother -inlaw and it was a grand savings of 200.00 toward her first 2000.00 spent on drugs each year . By the time you process the paper work for the amount the government has spent two hundred dollars in labor to reimburse you . The politicians needs to stay of this issue ---this will become one of the big spending programs that will come back to haunt us in the future . The good part of today is knowing that we going into seasonaly the best part of the market upside ( if their is any ) starting in October ---Hopefully we will make some money BEST WISHES BILL