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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: robert b furman who wrote (288)	11/5/2001 10:39:48 AM
From: Proud_Infidel	Read Replies (1) \| Respond to of 25522

Cellular base station IC sales to regain momentum after 2002, says new report Semiconductor Business News (11/05/01 09:46 a.m. EST) OYSTER BAY, N.Y.-- Integrated circuit revenues for cellular-phone base stations will remain relatively flat at just under $400 million in the next year or so, but IC sales are expected to gain momentum after 2003, when carriers move to next-generation wireless services and increase the volume of their networks, according to a new forecast from Allied Business Intelligence Inc. here. The market research firm today said mixed-signal and digital IC revenues for base station applications will end up at about $382.5 million in 2001, which is flat to down slightly from 2000, said Andy Fuertes, project manager for the report. "Next year, we will probably see slight growth in this segment, but further out sales will increase at a stronger rate when carriers provide 2.5G and 3G services. Cell splitting [for increased traffic and performance] will also be a factor in base station growth," he told SBN today. The new ABI forecast shows base station IC revenues growing to $617.3 million in 2006. "This year is a poor measure of the innate potential of these component markets," observed analyst Natalie Amiama, who wrote the report. "ABI sees IC growth reflecting the trends in the overall cellular infrastructure market, which will gain momentum in 2003 and 2004. The 2.5G and 3G base stations currently available, along with the traditional volumes achieved by 2G systems, can be considered fuel for the fire in the semiconductor industry."

To: robert b furman who wrote (288)	11/5/2001 11:18:17 AM
From: Proud_Infidel	Respond to of 25522

Global workstation shipments slide By Margaret Kane Staff Writer, CNET News.com November 5, 2001, 7:50 a.m. PT Global workstation shipments slid 17 percent in the third quarter compared with last year, market researcher Dataquest reported Monday, but analysts say there are signs the market will pick up again soon. Shipments have declined on a worldwide basis since the third quarter of last year. While just about every segment of the tech industry has suffered from the slowing economy, the effects have been somewhat muted for workstations--heavy-duty systems used for computing-intensive projects such as graphics applications or statistical analysis--because the sales cycle is fairly long and it takes longer for slowdowns in orders to catch up with workstation vendors. Analysts said shipments could begin to pick up again in the current quarter. They said that while purchases were delayed in the first half of the year, new orders will have to be placed soon. The segment could also get a boost from military and government customers, who have been beefing up purchases in the wake of the Sept. 11 terrorist attacks. Overall, workstation vendors shipped 346,846 units in the third quarter, down from 417,276 in the year-ago quarter. Dell had the largest portion of the market, grabbing 33.4 percent of shipments, up from 23.8 percent a year ago. IBM, the No. 4 vendor, also saw its market share rise, from 10 percent a year ago to 13.3 percent this year. Sun Microsystems, the second largest vendor, saw its market share plunge from 23 percent a year ago to 18 percent this year, while Hewlett-Packard, the fifth largest vendor, saw its share decline from 17 percent a year ago to 10.7 percent this year. Compaq Computer, the No. 3 vendor, had essentially flat market share at roughly 14 percent. Dataquest analyst Serena Hsu speculated that once the final numbers are in, Dell will be the leading vendor in both unit shipments and dollar figures.

To: robert b furman who wrote (288)	11/5/2001 11:28:16 AM
From: Proud_Infidel	Respond to of 25522

TSMC to Build Five New 300mm Plants November 2, 2001 (HSINCHU, Taiwan) -- Taiwan Semiconductor Manufacturing Co., Ltd. said it plans to construct five new 300mm plants, adding to the two 300mm plants, Fab12 and Fab14, which are currently in operation or under construction. This plan was mentioned in the greeting speech made by Morris Chang, chairman of TSMC, on Oct. 25 when Taiwan President Chen Shui-bian visited Tainan. The plan indicates that "the company will continue to invest in Taiwan," according to TSMC spokesman Jinn Haw Tzeng. Although the specific plans about construction schedules or production capacities were not disclosed, one plant will be built in the Hsinchu district, and four others in the Tainan district. The investment amount is estimated to be "as much as NT$500 billion in total when the investment amount per plant is around NT$100 billion," according to the spokesman. Also, this declaration of the company's intent does not mean that it will scale down the strategy in China, and "the company will be considering the possibility of building a plant in China, as a separate issue from this," he said. Related story: TSMC to Invest NT$700 Bln. Locally in Next Decade: Morris Chang (Nikkei Microdevices) ****************************** I am posting this again, as I LOVE the headline:-)