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Technology Stocks : ADI: The SHARCs are circling! -- Ignore unavailable to you. Want to Upgrade?

To: Jim Oravetz who wrote (2712)	4/6/2001 12:51:23 PM
From: Scrapps	Read Replies (1) \| Respond to of 2882

Audio chip sales will exceed $2 billion in 2001 despite PC slump, says report By Semiconductor Business News Apr 6, 2001 (5:28 AM) URL: siliconstrategies.com TEMPE, Ariz. -- Audio chip sales will increase 20% to nearly $2.04 billion in 2001 from $1.7 billion in 2000, with European and Asian markets primarily fueling growth this year, according to a new report from Forward Concepts here. While PC demand is cooling off, consumer systems applications will drive stronger growth in the audio chip business between now and 2005, when the IC segment is expected to exceed $4.9 billion in sales worldwide, said the report. Between 2000 and 2005, audio chip revenues will rise at a compound annual growth rate of 24%, predicted Forward Concepts. "In contrast to the eroding PC audio chip market, the consumer audio share increased to 52% in 2000 from 40% a year earlier, fueled primarily by the digital A/V [audio/video] receiver, set-top box, DVD, digital speaker, and MP3-type portable player markets," said Mahy Churylo, senior analyst and principal author of the report. "In fact, the consumer market will continue to be the fastest growing segment constituting almost 80% of the audio chip market by 2005. "By contrast, the PC segment is forecasted to drop to only a 15% share and the professional audio share is forecasted to decline slightly from today's 9% share to 6%," the analyst added. Internet audio portable player shipments are expected to reach 7 million units in 2001, up from 3.5 million units last year, according to the report. In 2005, 42 million units expected to be shipped worldwide, with flash-memory units constituting two thirds of the systems. The report predicted that 12 million CD players with MP3-type decoders will also be shipped in 2005, and the study said Internet audio will become a standard function in most cellular phones and personal digital assistants (PDAs). www.cmpnet.com The Technology Network

To: Jim Oravetz who wrote (2712)	4/11/2001 12:51:14 PM
From: Jim Oravetz	Read Replies (1) \| Respond to of 2882

Chip, Chip Equip Stocks Up As Salomon Upgrades Sectors By Maxwell Murphy Of DOW JONES NEWSWIRES NEW YORK -- Semiconductor and semiconductor-equipment stocks received a boost Wednesday from a pair of early morning notes out of Salomon Smith Barney upgrading the sectors. Wednesday morning, Salomon analyst Jonathan Joseph upgraded the semiconductor sector to outperform from neutral, while analyst Glen Yeung did likewise with the semiconductor equipment space. Both analysts contend that a bottom is close at hand. Joseph cited "anecdotal order and shipment data that is so bad it cannot continue for long and sector data that suggests a fundamental bottom is only months away." Yeung said "we are closer in time to a stock price bottom making entry even more palatable." The Philadelphia Semiconductor Index, or SOX, opened up nearly 7%, and was recently up 41.85 points, or 8.1%, at 561.97. Joseph said he believes the SOX has downside risk to 400 with upside potential to 700, which he said presents a "1:2 risk return profile from current levels." Individually, Joseph upgraded shares of Intel Corp. (INTC), Micron Technology Inc. (MU), Texas Instruments Inc. (TXN), STMicroelectronics N.V. (STM), Infineon Technology AG (IFX), Applied Micro Circuits Corp. (AMCC), Altera Corp. (ALTR) and Xilinx Inc. (XLNX) to buy from outperform. snip... Not sure if Joseph has coverage of ADI. According to this linked post, he covers 24 stocks. Jim