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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Uncle Frank who wrote (50856)	3/28/2002 7:19:45 AM
From: Larry S.	Read Replies (1) \| Respond to of 54805

Chart on ITWO: stockcharts.com[h,a]daclyiay[dd][pb200!b50!f][vc60][iut!Lh14,3!La12,26,9]&pref=G -stock looks like wants to support at 5. I've traded it a few times successfully, started getting interested when it broke 6 and have it on the top of the radar screen now. but only as a trader. when the time comes that technology companies are back in vogue and a new cycle begins, it will be a huge move. but the timing of the beginning of that cycle is vague at best. i'd rather wait until the trend is CLEARLY in place, than trying to catch the bottom. larry

To: Uncle Frank who wrote (50856)	3/28/2002 9:30:03 AM
From: Eric L	Respond to of 54805

re: Semiconductor Industry - Top 30 Chip Suppliers in 2001 Intel 3.7 X its next nearest competitor Two cheers for Qualcomm (moved into top 30 + grew revenue). * Global semiconductor revenues dropped 31.7% in 2001 to $150.47 billion from $220.46 billion in 2000. * The median "growth rate" in 2001 for the 172 companies covered was -26.8%. * Only one semiconductor market segment grew out of 49 subcategories last year--32-bit microcontrollers. * The hardest-hit chip companies included those that were heavily dependent on DRAM products, which suffered a horrendous year in 2001. Toshiba and Samsung Electronics both saw their revenues decline by more than 41% in 2001. * The shuffle in chip ranking also vaulted STMicroelectronics of Europe to the No.2 position, leaping over NEC, Samsung, Texas Instruments, and Toshiba. * Only 27 out of 172 companies covered in its study experienced revenue growth in 2001. * The report found that only five out of 50 semiconductor companies with revenues more than $500 million achieved growth in 2001. Just three of those five chip companies grew purely "organically," Qualcomm only one of 2 in the Top 30 ... which they made for the first time >> Top 30 Chip Companies In 2001, According To iSuppli Semiconductor Business News 03/27/02 During the 2001 industry downturn, American-based chip suppliers slightly gained market share to 53.3% of the world's semiconductor revenues, according to a new report from iSuppli Corp. The market research firm today issued its Top 30 ranking of semiconductor companies in 2001 (see table below). The new ranking shows a great deal of movement among semiconductor companies, with DRAM suppliers taking the worst beating. However, all but 27 companies out of 172 suppliers reviewed by iSuppli saw revenues shrink in 2001. (see related story at bottom of this post). A breakdown of regional sales shows American-based chip companies holding 53.3% of the semiconductor revenues in 2001 vs. 51.3% in 2000. European chip suppliers had an 11.8% share in 2001 vs. 10.8% in 2000, said iSuppli. Japanese chip makers saw their share slip to 26.3% from 27.9% in 2000, and Asian Pacific region suppliers had an 8.6% share in 2001 vs. 10% in the previous year, the report said. Top 30 Chip Suppliers in 2001 01 00 Supplier 2001 Sales 2000 Sales % change Billions Billions 1 1 Intel $23.54 $30.21 -22.1% 2 6 STMicro $6.36 $7.89 -19.4% 3 2 Toshiba $6.07 $10.43 -41.8% 4 3 TI $6.05 $9.20 -34.2% 5 4 Samsung $5.24 $8.94 -41.5% 6 7 Motorola $4.83 $7.71 -37.4% 7 5 NEC $4.80 $8.20 -41.5% 8 8 Infineon $4.56 $6.74 -32.4% 9 9 Philips $4.41 $6.27 -29.8% 10 16 AMD $3.89 $4.38 -11.2% 11 11 Mitsubishi $3.87 $5.79 -33.1% 12 12 Hitachi $3.75 $5.69 -34.1% 13 15 Fujitsu $3.73 $5.01 -25.5% 14 18 IBM $3.56 $3.99 -10.9% 15 13 Agere $3.14 $5.10 -38.5% 16 17 Matsushita $3.01 $4.33 -30.6% 17 20 Sony $2.47 $3.29 -24.9% 18 10 Micron $2.45 $6.26 -60.8% 19 14 Hynix $2.37 $5.10 -53.5% 20 23 Rohm $2.21 $3.06 -27.8% 21 21 Sanyo $2.03 $3.28 -38.2% 22 19 Sharp $2.02 $3.33 -39.3% 23 24 Analog Dev $1.93 $2.74 -29.7% 24 27 Agilent $1.65 $2.31 -28.3% 25 26 LSI Logic $1.56 $2.34 -33.3% 26 25 National $1.51 $2.36 -36.1% 27 29 Atmel $1.48 $2.01 -26.5% 28 37 Qualcomm $1.39 $1.22 +14.6% 29 31 Fairchild $1.34 $1.68 -20.3% 30 51 Nvidia $1.29 $.713 +81.2% -- -- Other $33.97 $50.87 -33.2% -- -- TOTAL $150.47 $220.46 -31.7% >> STMicro Becomes No.2 chip Supplier; AMD in Top 10, Says New Ranking Semiconductor Business News 03/27/02 An extensive analysis of the damage done by the 2001 semiconductor downturn shows widespread changes in the world order of the top semiconductor companies, said iSuppli Corp. today in releasing its new industry ranking. The research firm found that only 27 out of 172 companies covered in its study experienced revenue growth in 2001. The iSuppli report also said only one semiconductor market segment grew out of 49 subcategories last year--32-bit microcontrollers. The report found that only five out of 50 semiconductor companies with revenues more than $500 million achieved growth in 2001. Just three of those five chip companies grew purely "organically," without relying on acquisitions, said the El Segundo research firm. "The seismic forces that rocked the semiconductor industry last year reshaped the competitive landscape, bringing major changes in the rankings of the leading semiconductor suppliers," said Dale Ford, director of Market Intelligence Services at iSuppli and co-author of the chip market share report. "Only three of the top 10 semiconductor suppliers, and just six of the top 30, retained the same ranking in 2001 that they had in 2000." The new report shows global semiconductor revenues dropped 31.7% in 2001 to $150.47 billion from $220.46 billion in 2000. The median "growth rate" in 2001 for the 172 companies covered by iSuppli's research was -26.8%, according to the report. The hardest-hit chip companies included those that were heavily dependent on DRAM products, which suffered a horrendous year in 2001, noted iSuppli. Toshiba Corp. of Japan and Samsung Electronics Co. Ltd. of South Korea both saw their revenues decline by more than 41% in 2001. The shuffle in chip ranking also vaulted STMicroelectronics of Europe to the No.2 position, leaping over NEC, Samsung, Texas Instruments, and Toshiba. Another surprise was Advanced Micro Devices Inc., which moved from 16th in 2000 into the top 10 with revenues only slipping 11.2% to $3.89 billion in 2001 from $4.38 billion in the prior year, said the ranking. Meanwhile, Micron Technology Inc. was hammered by the DRAM downturn, knocking it from No.10 in 2000 down to No. 18 in iSuppli's 2001 ranking. . "As companies learn from the lessons of 2001, they are developing new strategies for survival -- and survival probably is the most accurate word to describe the mindset of many companies," noted Joe D'Elia, director of Market Intelligence Services for iSuppli Europe and co-author of the market share report. "While this report has described the final market share rankings based on product revenues, many companies are turning their attention to a more critical analysis of their business and developing scorecards and comparisons based on key metrics such as profitability, cash flow, and return on invested capital," D'Elia noted. << - Eric -

To: Uncle Frank who wrote (50856)	3/28/2002 10:10:27 AM
From: chaz	Read Replies (1) \| Respond to of 54805

Yeah, I've seen that, and looked at some of the lists. You're right, it's impressive, but they appear to be somewhat dependant on high-tech. It would be nice to know what percent of sales come from each of the categories they list....but while that would be great for investors, it would also be giving too much IQ to competitors. We'll probably never see that level of disclosure. Refresh me: Wasn't there some commentary from Tom Seibel re I2 some months ago? Can't recall what that was about exactly, but I seem to recall it was a bit threatening. Chaz

To: Uncle Frank who wrote (50856)	4/1/2002 11:49:46 AM
From: stockman_scott	Read Replies (1) \| Respond to of 54805

Sony's Latest Palm Comes Stateside By Arik Hesseldahl Forbes.com Monday April 1, 10:00 am Eastern Time Leave it to Sony to shake things up within the world of Palm operating system-based handheld devices. A long history of designing consumer electronics has taught the Japanese giant a thing or two that others should learn from. Sony's (NYSE:SNE - news) latest Clie device, which debuted in Japan in mid-March, has made its way to the U.S. The PEG-NR70 and NR70V look as if they should be 3G wireless phones, but they aren't. Sony has its hands full designing mobile phones with its partner Ericsson (NasdaqNM:ERICY - news) . But it is the most interesting thing to happen to handheld computers that run the Palm (NasdaqNM:PALM - news) operating system since Handspring 's (NasdaqNM:HAND - news) Treo. The likeness to a phone stems from the foldout clamshell design, typical of many high-end phones in Japan, with a small keyboard suitable for typing with thumbs on the lower half. Longtime Palm users who have become experts in the software's Graffiti handwriting system will at first notice that, in favor of a larger screen, there is no place to write the simplified letters that were such a brilliant innovation of handheld computing in the first place. The writing area has in fact been re-created as a software application that can be launched and closed as desired. The handheld is also an entertainment device, built for carrying and playing MP3 music tunes. It comes with earbud headphones and an inline remote controller. But what will get many excited is the built-in digital camera on the NR70V model that can snap a quick picture that can then be saved for later or stored on a PC. Plus the camera lens rotates 300 degrees. Both units support Sony's Memory Stick format for removable data storage, and both come with a nice collection of software applications. Both will start shipping to retailers in May, the NR70V for $600, the NR70 for about $500.