Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Jacob Snyder who wrote (63867)	5/17/2002 1:57:20 AM
From: StanX Long	Respond to of 70976

Asian Stocks Gain; NEC, Samsung Electronics Up on Dell Forecast By Michael Tsang quote.bloomberg.com Tokyo, May 17 (Bloomberg) -- Asian stocks rose, led by NEC Corp., Samsung Electronics Co. and other computer-related companies, after Dell Computer Corp. said second-quarter sales and profit will exceed analysts' estimates. The Nikkei 225 stock average added 0.9 percent to 11,847.42, a two-month high, and key indexes in South Korea and Taiwan also advanced. Semiconductor-equipment makers such as Tokyo Electron Ltd. rose after an industry report showed demand for chipmaking tools in North America increased for a fifth month in April. ``Dell's guidance and rising chip-equipment orders confirm the industry is well on its way toward recovery,'' said Mitsunobu Einaga, who helps manage $13 billion in assets at Norinchukin Zenkyoren Asset Management Co. Einaga said he expects the Nikkei to rise as high as 13,000 by the end of June. Meanwhile, Hong Kong's Hang Seng Index rose 0.7 percent as China Mobile (H.K.) Ltd. jumped to a four-month high after it agreed to buy eight phone networks from its parent for $10.2 billion. Australia's S&P/ASX 200 Index gained 0.5 percent as Macquarie Bank Ltd. rose after brokers raised their ratings following the investment bank's record full-year profit. The MSCI Asia Free Information Technology Index extended its gain the past four days to 6.8 percent. The index, which tracks 119 companies in the region, rose 14 percent this year on expectations demand in the U.S., Asia's largest trading partner, will rebound.

To: Jacob Snyder who wrote (63867)	5/17/2002 10:41:24 AM
From: Cary Salsberg	Read Replies (2) \| Respond to of 70976

I have not followed this one. I have followed DSPG which licenses DSP cores. I have never thought that IP companies or electronic design software companies get enough leverage from the hardware side where Moore's Law is the key driver. That is why I much prefer PLDs. They benefit from others' IP, their and others' electronic design software, but most importantly they ride the leverage of Moore's Law and a fabless model. I will look at ARMHY and add it to my prospect list. Thanks.