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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Dan3 who wrote (164800)	5/2/2002 9:56:05 AM
From: Road Walker	Read Replies (1) \| Respond to of 186894

May, 2002 Chip Industry Sales Reach $10.75 Billion in March 2002 -First Quarter Sales Up 5.6% to $32.25 Billion Driven by DRAM Demand- SAN JOSE, Calif. – May 2, 2002– SAN JOSE, Calif. – April 2, 2002 – Worldwide sales of semiconductors totaled $10.75 billion in March, a 7.2% increase from the $10.03 billion level reached in February, and the highest monthly sequential increase since April 1986. “Led by strong DRAM sales, this is a record rise in first quarter growth for the semiconductor industry,” stated SIA president, George Scalise. “The March quarter sales are another sign that the industry is rebuilding from 2001, with growth in all major geographic regions except Japan, which was flat. The sales increase was dominated by a record 82.4% sales rise in the DRAM market, with essentially flat sales in other product areas as forecasted. The DRAM sales are a result of increased demand and price increases from the depressed levels of 2001.” “Quarterly growth of 5.6% indicates that inventory build-up has been worked through and product demand is now beginning to pick up. The outlook for the second quarter is for single digit sales growth followed by stronger growth rates in the second half of the year. As expected, the semiconductor industry should close out 2002 with modest but sustained overall growth.” On a month-to-month basis, the Asia Pacific market led the sales increase with a 10.4% rise over February, while Europe and Japan grew 7.7% and 5.7%, respectively. Sales in the America’s grew a steady 3.6% over last month. During March, growth occurred uniformly across most product sectors. The SIA’s Global Sales Report (GSR) is a three-month moving average of sales activity. The GSR is tabulated by the World Semiconductor Trade Statistics (WSTS) organization, which represents approximately 66 companies. The moving average is a mathematical smoothing technique that mitigates variations due to companies’ monthly financial calendars. SEE PDF LINK TO RIGHT FOR GLOBAL SALES FIGURES. About the SIA The SIA is the leading voice for the semiconductor industry and has represented U.S.-based manufacturers since 1977. SIA member companies comprise more than 90% of U.S.-based semiconductor production. Collectively, the chip industry employs a domestic workforce of 284,000 people. More information about the SIA can be found at www.sia-online.org

To: Dan3 who wrote (164800)	5/2/2002 12:04:14 PM
From: Tenchusatsu	Read Replies (2) \| Respond to of 186894

Dan, OK, but why does Intel have a better reputation for delivery? If small business and home buyers is "AMD's market," then why did Gateway move away from AMD? AMD has had years, and I mean years, to sell into the corporate IT market. They failed. Why is that? Maybe their "built it and they will come" strategy of marketing can only go so far. It all depends on what your definition of "efficiency" is. (EDIT: Tushar probably said this better than I did.) Tenchusatsu