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.

Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Paul Engel who wrote (109895)	9/14/2000 12:00:02 AM
From: puborectalis	Read Replies (1) \| Respond to of 186894

Motherboard Sector Performance to Fall Below Par in Sept. September 11, 2000 (TAIPEI) -- Taiwan's motherboard sector, after experiencing a lukewarm performance in July and August, is expected by many experts to mark time or even take a downturn in September. A similar view is held by Intel Corp., the leading upstream device company. Usually, the motherboard sector embarks on an upward curve beginning in August and shipments peak by the end of September or October. However, in the light of observations given by Giga-Byte Technology Co., Ltd., Shuttle Inc. and the upstream component distribution network, motherboard shipments this year are unlikely to maintain the same trend as in August. Commenting on why the motherboard sector is likely to disappoint general expectations in September, some manufacturers said they believe the DDR product release was one reason responsible for speculative attitudes in the market. Moreover, shortages of Intel's Celeron microprocessors also were important factors affecting purchases of the 810 motherboard model. The most widely cited reason for the sector's sluggish performance is that the distribution network has overbooked products in the third quarter because of unrealistically optimistic market expectations. Thus, the network is selling its inventory, leading to lower amounts of buying. As the fourth quarter is the transition period to new products, and the U.S. and European markets remain sluggish, Asustek Computer Inc., a leading company in the sector, estimated that it would ship around 4 million units of motherboard products in the fourth quarter. Although OEM clients continued to increase their orders from Giga-Byte, the company expects motherboard shipments in the fourth quarter to remain much the same as in the third quarter, as no benchmark products have yet come out in the assembly market...http://www.nikkeibp.asiabiztech.com/wcs/leaf?CID=onair/asabt/news/111606