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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Proud_Infidel who wrote (37379)	9/22/2000 8:59:57 AM
From: michael97123	Respond to of 70976

A couple of positives for the folks with guts who will be buying today and all indirectly relate to intc news. 1. Euro being defended with US help--falling euro probably cost intc the big projected numbers 2. Gore urging the reserves be tapped will at least temper the speculation in oil prices and perhaps knock oil back down to 30--again european demand and intc. (Clinton probably will release a token amount next week) Bush missed a golden political opportunity yesterday. 3. BTB ratio--the future is bright 4. October to April bullish tech period days away I am tapped out but looking to switch some postions. Stocks that are unaffected by chip/pc business a place to start. And my Amat history says buy in at half the old high--i guess around 60. INTC news seems to me in retrospect to be the end of the Bear caused by High interest rates, oil shock, and euro. Good Luck all!

To: Proud_Infidel who wrote (37379)	9/22/2000 9:03:37 AM
From: Proud_Infidel	Read Replies (1) \| Respond to of 70976

Taiwan's IA Sector Sees Brisk Growth September 22, 2000 (TAIPEI) -- Taiwan's information appliance (IA) sector, which only began to "take off" last year, experienced sharp growth in the first half of this year, according to a recent market research report. Also, the sector is set to report a significant expansion for the full year. The Market Information Center (MIC) has conducted research on thin clients, Internet-capable TVs, screen phones and smart handheld devices -- the four major categories of IA products. The center found that production of those devices in the first half of the year topped 2.7 million units, with a total production value of more than US$566 million. For all of 2000, the MIC expects Taiwan's IA sector to enjoy production growth of 98.1 percent on a year-on-year basis and 62.4 percent year-on-year growth in terms of production value. According to statistics released by the MIC, thin-client device production is expected to achieve the highest level of growth. Producers in Taiwan will likely obtain 57 percent of the global market for those products this year, making Taiwan the world's largest supplier in this category. About 265,000 units of thin-client devices were produced in the first half of the year in Taiwan, and shipments are expected to reach about 710,000 units in 2000, or more than double last year's 300,000 units. Smart handheld devices, including smart phones and PDAs will all register large-scale growth this year. Taiwan is expected to ship 1.55 million units of smart handheld devices this year, representing a year-on-year growth rate of 250 percent, with a production value of US$251 million, up 205 percent from last year's figure. (Commercial Times, Taiwan)