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

To: StanX Long who wrote (54852)	10/30/2001 9:07:27 PM
From: Ian@SI	Respond to of 70976

18:06 ET Mentor Graphics (MENT) 18.94 -0.76: -- Update -- On call, is anticipating single-digit growth in semiconductor industry in 1H02 and double-digit growth in 2H02... although MENT business typically lags the IC industry, management doesn't expect there to be the traditional 6-month lag between the rebound in IC business and the rebound in EDA business this time; even suggested that EDA business might lead IC business in eventual rebound... 18:53 ET Intel (INTC): -- Update -- On call, company says its goal is for 18% growth in the enterprise segment (which is higher than Gartner Group) and its 4-year CAGR forecast is 26%... 18:48 ET Intel (INTC): -- Update -- On call, company says its goals for 2002 are: 1) complete transition to Pentium 4 on .13 micron; 2) ship 3 GHz Pentium 4 processors; 3) continue to drive chipset market share growth with integrated graphics in Q2 18:41 ET Intel (INTC): On call, company describing future of its technology. In early 2003, Intel will roll out its next generation 0.9 micron technology...Internet is still growing and company sees it as an important vehicle for its growth....Company continues to pick up market share