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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Scumbria who wrote (125545)	10/9/2000 10:08:36 AM
From: Daniel Schuh	Read Replies (1) \| Respond to of 1577870

Chip sales to dry up 2003-4 theregister.co.uk Ok, how many is few? Dataquest apparently thinks 2, at least as filtered through the Register. Personally, I miss Mike Magee. However, next year will see a slight dip. Dataquest is forecasting 27.5 per cent growth during 2001, which still values the industry at nearly $300 billion. And then comes 2002, which will see growth plunge to 13.9 per cent, followed by a 5.3 per cent fall in sales in 2003. Cheers, Dan. Edit: here's the half-full version of that story: Chip industry to stay in high gear until 2002, study predicts news.cnet.com

To: Scumbria who wrote (125545)	10/9/2000 10:51:45 AM
From: Tony Viola	Read Replies (1) \| Respond to of 1577870

Scumbria, Anyone claiming that semiconductor sales are slowing down over the next few years, is completely full of cr@p. These rumors are being propagated by semiconductor industry leaders to discourage competitors form adding fab space, in the hopes of keeping ASP's up. First I've heard that one. Tony

To: Scumbria who wrote (125545)	10/9/2000 11:11:27 AM
From: milo_morai	Respond to of 1577870

<font color=purple>CNNFN 10/9/00 - 11:04 AM... of 25%. Revenues this year are expected to jump 37%, then moderate over the next two years, before taking a slight downturn in 2003. And a separate report predicts gains for advanced micro devices in europe. The research firm, grk group, forecasts AMD will increase its european market share from 8 to 12% in july and august. Intel recently reported a drop in its demand from europe.. Valerie: For a look at how chips are doing we go to charles molineaux at nasdaq marketsite. >> Look at good news. To bad they're down about 5 1/2% as a group the philadelphia semiconductor induck bound by 44. Look at some of the big name. Altera off by almost 10%. Nvidia off by $5 and xilinx down by 6 bucks. So the overall market trend and overall downward drag on a lot of the tech names ask having more of know affect than good news about chips. Nasdaq down at a new session low of 3253 down 107 and also a couple of names in trouble. Electroglas is expecting to... tveyes.com Milo

To: Scumbria who wrote (125545)	10/9/2000 1:05:08 PM
From: tejek	Respond to of 1577870

Anyone claiming that semiconductor sales are slowing down over the next few years, is completely full of cr@p. These rumors are being propagated by semiconductor industry leaders to discourage competitors form adding fab space, in the hopes of keeping ASP's up. Scumbria, I understand your sentiment but just for the record, the article was intended to be positive. It was refuting the argument made by some that the semi cycle will end by the end of next year. The point of the article is the semi cycle has a ways to go before a downturn may occur. ted