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To: Proud_Infidel who wrote (39399)	11/9/2000 10:24:02 PM
From: Proud_Infidel	Respond to of 70976

World trade group slightly more bullish than SIA about 2000 growth By J. Robert Lineback Semiconductor Business News (11/09/00, 05:32:13 PM EDT) SAN JOSE -- It appears semiconductor companies worldwide are slightly more optimistic about chip growth in 2000 than U.S. chip suppliers. That's one conclusion that could be drawn from a comparison of new forecasts from the U.S.-based Semiconductor Industry Association (SIA) and the World Semiconductor Trade Statistics (WSTS) group. Last week, the SIA released its U.S. consensus forecast, which shows global semiconductor growth at 37.1% in 2000 and 21.8% in 2001 (see Nov. 1 story). The new WSTS outlook--created with inputs from 43 companies worldwide, including the U.S.--shows 39.2% growth in 2000, followed by a 20.3% increase in 2001. The SIA forecast predicts industry chip sales will reach $204.8 billion worldwide in 2000 vs. the WSTS's forecast of $207.9 billion--a $3.1 billion difference. Meanwhile, the SIA predicts that chip sales will reach $249.5 billion in 2001, while WSTS says revenues will be at $250.0 billion next year. Until recent years, the SIA has used the WSTS forecast as its own outlook. However in the late 1990s, the U.S. trade group opted to modify the WSTS outlook to reflects the consensus of its North American members. The new WSTS forecast was reached during an industry meeting in Hawaii (Oct. 17-20). About 70 representatives from 43 semiconductor companies worldwide--including North America--attended the WSTS forecasting meeting. The WSTS forecast shows that the second-half growth in chip sales this year will be 19% higher than in the first six months of 2000. The WSTS organization also predicts that semiconductor sales worldwide will increase at a 19.7% compound annual growth rare (CAGR) between 2000 and 2003. The growth rate will slow to 13.8% between 2001 and 2003, said the trade group. Below is a comparison of the WSTS and SIA forecasts. How WSTS outlook compares to SIA forecast Region 1999 WSTS 2000 SIA 2000 WSTS 2001 SIA 2001 Americas $47.5 billion $64.8 billion (+36.4%) $63.6 billion (+33.9%) $77.2 billion (+19.1%) $76.8 billion (+20.9%) Asia Pacific $37.2 billion $53.3 billion (+43.3%) $52.3 billion (+40.8%) $65.2 billion (+22.3%) $64.8 billion (+23.7%) Japan $32.8 billion $46.9 billion (+43.0%) $46.5 billion (+41.5%) $56.2 billion (+19.8%) $56.5 billion (+21.6%) Europe $31.9 billion $42.9 billion (+34.5%) $42.4 billion (+33.0%) $51.4 billion (+19.8%) $51.4 billion (+21.2%) Total $149.4 billion $207.9 billion (+39.2%) $204.8 billion (+37.1%) $250.0 billion (+20.3%) $249.5 billion (+21.8%) WTST & SIA forecasts

To: Proud_Infidel who wrote (39399)	11/9/2000 10:24:17 PM
From: FJB	Read Replies (1) \| Respond to of 70976

Right on, Brian! <eom>

To: Proud_Infidel who wrote (39399)	11/10/2000 12:19:26 PM
From: Sam Citron	Respond to of 70976

Brian, Florida election law is clear that elections must reflect the will of the people. Though judges do not like to tamper with election results for some of the reasons you cited, they have crafted remedies in other election cases to be sure that voters rights have not been trampled upon. In this case the Palm Beach ballot appears to be highly irregular, not in compliance with State ballot requirements, and possibly illegal. Intent or lack of fraud is not an issue. Nor is procedural fairness as far as ex ante approval of the ballot by county election officials of both parties. Nor does it matter that nobody may have filed a lawsuit in 1996 when 19,000 votes may also have been uncounted for similar reasons. The issue of ballot illegality did not receive judicial scrutiny at that time because those votes were not outcome determinitive, i.e., nobody filed a lawsuit. This case is different. And so you can rest assured the Florida courts will consider the case and potentially order a revote in Palm Beach County, or some other remedy. An expedited appellate process will need to be concluded by the middle of December when the electoral college meets. If you want to sink your teeth in some Florida caselaw you might start here: flcourts.org

To: Proud_Infidel who wrote (39399)	11/10/2000 3:00:47 PM
From: Fred Levine	Respond to of 70976

Brian-- Frankly, I am disappointed that you are making this issue a question of the personal integrity of the candidates. To me, it is obvious that if Clinton were a republican, the democrats and the republicans would have reversed their roles on the Monica issue. In the same way, if Gore was ahead by 347 votes, the republicans and the democrats would flip 180 degrees. This is not a test of character, but a standard way of resolution of differences to one's advantage. I would be confused if it were otherwise. Meanwhile, we are correctly avoiding AMAT talk. fred