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Technology Stocks : Texas Instruments - Good buy now or should we wait? -- Ignore unavailable to you. Want to Upgrade?

To: puborectalis who wrote (5364)	10/31/2000 12:12:05 AM
From: puborectalis	Read Replies (2) \| Respond to of 6180

Global Chip Market Seen Rising 20.3 Percent in 2001 TOKYO (Reuters) - The global semiconductor market is expected to rise in value by 20.3 percent in calendar 2001 from a year earlier to $250.02 billion, the Electronics Industries Association of Japan said on Tuesday. The projection was in line with its May forecast of 20.2 percent growth despite emerging concern about weakening demand for chips. For calendar 2000, the industry group now expects the worldwide chip market to climb 39.2 percent to $207.89 billion, up from its previous forecast of a 30.6 percent rise. In 2002, the worldwide semiconductor market is expected to rise by 11.1 percent to $277.68 billion, against the previous forecast of 13.6 percent rise to $266.29 billion, and in 2003 by 10.4 percent to $306.67 billion, against the previous estimate of 8.5 percent to $288.98 billion), it said. The market for DRAMs (dynamic random-access memories) will increase by 28.7 percent to $41.65 billion in 2001 after jumping a steep 56.2 percent to $32.36 billion in 2000. In May, it forecast a 28.6 percent rise to $36.50 billion in 2001 and a 37 percent rise to $28.37 billion in 2000 after a jump of 47.8 percent in 1999. The WSTS estimated the growth rate of the DRAMs market at 9.5 percent in 2002 to $45.60 billion, and 9.3 percent in 2003 to $49.84 billion. In May, it forecast a 14.9 percent rise to $42 billion in 2002 and 6.9 percent rise to $44.8 billion in 2003. The following is a breakdown of chip markets by region in billions of dollars with percentage change from a year earlier: 1999 2000 2001 2002 2003 +America 47.48 64.75 77.20 84.99 93.16 Asia/Pacific 37.18 53.29 65.24 73.62 82.51 Europe 31.88 42.95 51.40 57.07 63.00 Japan 32.84 46.91 56.17 62.00 68.01 +American includes North America and Latin America.

To: puborectalis who wrote (5364)	10/31/2000 11:31:01 PM
From: Mephisto	Respond to of 6180

TI Accelerates Broadband Momentum With Its ADSL Technology in 45 Percent Of Ports Shipped Worldwide in 2000 Expected Shipments of More Than 8 Million ADSL Analog Line Drivers in Year 2000 Grow 25 Times Compared to 1999 Continuing its momentum in the broadband market, Texas Instruments (TI)Incorporated announced that its analog line driver shipments are expected to enable more than 8 million asymmetrical digital subscriber line (ADSL) ports in 2000 -- which is approximately 25 times more than TI shipped in 1999. Of these 8 million ports, TI will enable 3 million ports with its end-to-end programmable DSP and analog-based ADSL chipset solutions. Based on IDC Research reports, TI expects its ADSL technology (line drivers or ADSL chipsets) will be included in approximately 45 percent of the ADSL equipment worldwide. For more information on TI's ADSL technology, see ti.com or ti.com. ``In 2000, IDC projects that approximately 18 million ADSL ports will be shipped worldwide,'' said Sean Lavey, senior research analyst for IDC."With TI planning to ship in excess of 8 million line drivers, including 3 million complete ADSL chipsets, the company is poised to become a leading semiconductor player in the ADSL chip market." ADSL is a high-speed access technology that allows homes to have an always-on, dedicated Internet connection. TI addresses this high growth market with end-to-end ADSL chipsets as well as a broad portfolio of analog components, including high-performance line drivers that amplify the signal so ADSL modems can send data over the phone line. TI is growing its ADSL market share through relationships with OEM customers and leading service providers worldwide. As further evidence of its leadership, TI's line drivers are currently in three of the top four manufacturers of central office ADSL end equipment. In addition to strong growth in line drivers, TI continues to build momentum in its end-to-end ADSL chipset shipments where the company has doubled its deployments from 1 million in 1H 2000 to an expected 2 million in 2H 2000 for a total of 3 million for the year. Today, TI's ADSL customers include industry leaders, such as Actiontec, Alcatel, Cisco Systems, Compaq, Efficient Networks, Ericsson, IBM, Gateway, Huawei, Hyundai, Marconi, Orckit, Philips, Samsung and Siemens, among others. In the CPE segment, four of the top five PCmanufacturers are using TI's end-to-end ADSL chipset solutions. In Europe and Asia, TI continues to increase its presence via its ADSL chipset and IC design wins and expects to be among the top three suppliers shipping in Asia and the number one supplier in Europe by the end of the year. Due to its testing efforts in service provider territories, TI is also engaged with world-leading service providers such as SBC Communications, Verizon, Prodigy, Flashcom, Hanaro Telecom, Korea Telecom and Deutsche Telekom. In-House Manufacturing and System Integration Capabilities to Meet Explosive Demand TI has the worldwide manufacturing and design capabilities to meet the explosive demand for broadband applications. This manufacturing capacity is enhanced by TI's BiCom-I and BiCom-II process technologies, which achieve an unprecedented level of performance and integration for analog mixed-signal devices, such as ADSL line drivers. TI's end-to-end ADSL chipsets offer equipment manufacturers and service providers the highest levels of integration for delivering unparalleled port densities with reduced chipset size and power requirements. ``2000 has been a incredible year for broadband growth and rapid ADSL deployment to customers and businesses worldwide,'' said John Scarisbrick, senior vice president, Texas Instruments. ``TI's DSPs, analog components, broadband transmission, wireless networking and voice software technologies offer OEMs and service providers an ideal strategy to continue driving the bandwidth revolution.''