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Technology Stocks : COMS & the Ghost of USRX w/ other STUFF -- Ignore unavailable to you. Want to Upgrade?

To: David Lawrence who wrote (8604)	11/5/1997 9:56:00 AM
From: Jeffery E. Forrest	Read Replies (1) \| Respond to of 22053

Nice options page I got from the ASSend thread. It includes parity at the bottom. Nice. It's shareware and the guy wants $$$ or "neat stuff, as long as it doesn't explode"<G> Thought I'd send him a fruitcake since we're so close to the holidays. webbindustries.com Have you shared that thought about Bob DAHL with our freinds over at ASSEND? The hive is a buzzin' about Bob DOLE and could use your help.<G>

To: David Lawrence who wrote (8604)	11/5/1997 10:08:00 AM
From: Jeffery E. Forrest	Respond to of 22053

Semiconductor equipment to grow 13.7% in 1998, according to The Information Network WILLIAMSBURG, Va.--(BUSINESS WIRE)--Nov. 4, 1997--The total worldwide market for front-end processing equipment will grow 13.7% in 1998 (up from 8.2% forecast for 1997), according to The Information Network, a Williamsburg, VA-based market research company. ''Quarterly revenue reports by leading equipment manufacturers are consistent with our findings that 1997 should be an up year, with revenues growing 8.2%,'' notes Dr. Robert N. Castellano, president of The Information Network. ''In the latest quarter, IPEC (NASDAQ:IPEC - news), Novellus (NASDAQ:NVLS) and KLA-Tencor (NASDAQ:KLAC) reported revenue increases of 74.5%, 27.5% and 19.5%, respectively. The economic recovery in semiconductor equipment is under way in the U.S. and the rest of the world and continuing through 1998. The remainder of the industrial world is essentially out of its recession, and healthy demand for products at home, plus corporate cost-cutting, will raise profits. Increased corporate investments in capital equipment and consumer goods will fuel increased demand in the automotive, computer, and telecommunications sectors, making electronic components one of the fastest-growing U.S. industries. Consumer confidence is fueling robust demand for PCs, which in turn, is driving the semiconductor industry. Increased power of these PCs is utilizing more memory and peripherals. The ubiquity of the PC as a portable tool for mobile and personal communications will have a positive effect on manufacturers of microprocessors, controllers, memory, and ASICs. Prices of PCs will continue to drop. A significant reason is the lower price of DRAMs and components. Profit margins of computer companies selling to the corporate world will remain healthy, while there will be tight margins in the consumer PC market. Corporate profits, bulging because of the purchases by the consumer, have been utilized to expand the existing manufacturing base and have resulted in further purchases of semiconductor-based products such as LAN servers, workstations, large computers, robotics, and telecommunications equipment. In turn, semiconductor manufacturers have increased capital spending, which has been a boom to equipment and materials suppliers. All these factors are pointing to a growth of 13.7% in 1998. As for worldwide front-end semiconductor processing equipment sales, we project the following: 1997 1998 Plasma etching $3.40B $3.77B 10.9% Dry Strippers $439M $471M 7.3% PVD $2.01B $2.23B 10.9% CVD $2.10B $2.34B 11.4% Step-and-Repeat/Scan $5.58B $6.60B 18.3% RTP $203M $228 12.3% Resist Processing $1.69B $1.89B 11.8% The Information Network is a leading consulting and market research company addressing the semiconductor, computer, and telecommunications industries

To: David Lawrence who wrote (8604)	11/5/1997 10:52:00 AM
From: Moonray	Read Replies (1) \| Respond to of 22053

Rockwell 1997 Earnings Up 12 Percent In September, Rockwell Semiconductor Systems achieved a significant milestone as the unit installed base of K56flex surpassed that of the 3Com/U.S. Robotics x2 technology. According to information contained in the Dell'Oro industry report, a single Rockwell-based ISP equipment supplier -- Ascend Communications -- had alone shipped and upgraded more K56flex central- site modem ports than x2 ports shipped or upgraded by 3Com. This does not even take into account significant K56flex port shipments by other major K56flex-based ISP equipment suppliers, including Cisco, Microcom, Shiva and Livingston. K56flex is offered by a large majority of the world's top modem makers and, according to DataQuest, is supported by PC manufacturers who account for over 70 percent of all PCs sold worldwide. guide-p.infoseek.com o~~~ O