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To: StanX Long who wrote (56493)	11/28/2001 11:08:27 PM
From: StanX Long	Read Replies (1) \| Respond to of 70976

11/28 22:38 Asian Stocks Fall; Sony, Samsung Electronics Lead on Fed Survey By Tomoko Yamazaki quote.bloomberg.com Tokyo, Nov. 29 (Bloomberg) -- Asian stocks fell, led by Sony Corp., Samsung Electronics Co. and other exporters, after the U.S. Federal Reserve said their biggest market showed few signs of improvement in late October and the first half of November. Concern demand for Asian goods won't pick up by mid-2002 dragged Japan's Nikkei 225 stock average down 0.6 percent and Korea's Kospi index 2.1 percent lower. News Corp. pushed Australia's S&P/ASX 200 Index 0.5 percent lower, while Hong Kong, Singapore and Taiwan declined. In the past two months, indexes in the six markets had rallied as much as an average 14 percent. ``Investors are starting to face reality,'' said Koichi Ogawa, chief fund manager at Daiwa SB Investments Ltd., which manages $8.2 billion in Japanese equities. ``They were overly pessimistic in September and too optimistic in the last two months.'' The Fed survey, which said economic activity ``remained soft'' as businesses reduced spending and cut jobs, followed a worse-than-expected consumer confidence report for November. The Dow Jones Industrial Average yesterday had its biggest loss in a month on concern Enron Corp. may have to seek bankruptcy protection. Japan, Korea Japan's Sony, which relies on the U.S. for more than a quarter of its sales, dropped 2.6 percent to 5680 yen. Canon Inc., which relies on overseas sales for 70 percent of its revenue, lost 4.4 percent to 3920 yen. Computer-related stocks were the biggest drag on the Topix index. NEC declined 3.7 percent to 1220 yen. The Topix shed 1 percent to 1042.87. In Korea, the Kospi slid 13.18 to 618.84. The U.S. is Korea's largest trading partner, accounting for a fifth of total exports. The Kospi, the best performing index in the region this month, had rallied 15 percent from the start of November on optimism profits will improve next year.

To: StanX Long who wrote (56493)	11/28/2001 11:15:30 PM
From: advocatedevil	Respond to of 70976

Pentium 4 shortage expected to last until January By Mike Clendenin EE Times (11/28/01 10:22 a.m. EST) TAIPEI, Taiwan — A recent shortage of Socket 478 Pentium 4 microprocessors has analysts and PC component makers wondering whether Intel Corp. dropped the ball in its planning or if it is trying to manipulate customers into using more expensive, high-end chips. Whatever the case, the supply pinch is easing up and is expected to abate in January, just as Intel starts to market its double-date-rate SDRAM chip set for the Pentium 4. For nearly two months, PC component makers in Taiwan have complained of shortages of the Socket 478 Pentium 4, which is housed in a 478-pin flip-chip pin-grid array with a heat spreader. Some said the shortages allowed Intel to offload its inventory of the Socket 423 Pentium 4, which is housed in a 423-pin plastic PGA with a heat sink and rear case fan. The Socket 423 processor is used with Rambus DRAM. Others speculated that Intel was — and still is — having yield problems with its flagship product. Shortages of Pentium 4s have been reported in South Korea as well as in China, a large market for the Pentium 4. The part in shortest supply seems to be the 1.5-GHz chip. Intel did not reply to a request for comment. The latest consensus among components makers here is that things should smooth out in January. By that time, Intel won't be under so much pressure to supply its top PC OEM customers and will be able to put more of the processors into the hands of distributors and system integrators. In the meantime, Intel may have missed an opportunity to boost sales for Pentium 4 systems with SDRAM, since it is the only supplier of a single-data-rate SDRAM chip set for the 478-pin processor. In addition, a few motherboard makers said Intel lost some market share in October to competitor Advanced Micro Devices Inc. because of the shortage. "I like to believe the conspiracy theories, but I think Intel is innocent on this one. They just didn't plan well," said Scott Thirwell, marketing manager for DFI Inc., a Taiwanese motherboard maker. Others said Intel simply wants its customers to buy the 1.7-GHz Pentium 4, which has less than an 8 percent premium over its 1.5-GHz counterpart. "This is part of a concerted strategy on Intel's part. It's not a yield problem. If people are still confused about that, they shouldn't be," said Tony Chen, technology analyst for Bank of America Securities. "The closer they can push people to the sweet spot of the market — 2 GHz — the better it is for them." siliconstrategies.com AdvocateDevil