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


To: Paul Engel who wrote (43473)12/31/1997 12:54:00 PM
From: greenspirit  Read Replies (1) | Respond to of 186894
 
Thanks Paul, this is one of the great cushions Intel has over AMD/NSM that allows them to compete so effectively in the sub 1K area.

Here's another tidbit of interesting info...

World semiconductor manufacture & sales up 72% in october
December 31, 1997

Comline Electronics Wire via Individual Inc. -- The Semiconductor Equipment Association of Japan (SEAJ) and SEMI have released statistics showing that worldwide sales of semiconductor reached US$3,094,000,000 in October, 1997, up 72.8% from October, 1996. This is the fifth consecutive month showing an increase. Areas including the United States and Taiwan more than doubled sales and Korea showed an 80% increase. Japan had a 32.1% rise, the second consecutive monthly increase. Europe had a 32.9% rise. Investment in semiconductors was up by 103% in the North American market and by 124.7% in the Asian market including Taiwan. By sector, wafer processing equipment was up 78%, assembly equipment was up 69.5% and test equipment was up 65.9%. Investments in wafer manufacturing equipment was down 22.6%, due to the shift to 300 mm wafers.
_____________________________________________________________________

Michael



To: Paul Engel who wrote (43473)12/31/1997 7:54:00 PM
From: Jim Lass  Read Replies (1) | Respond to of 186894
 
*OT*

Paul,

I too have been noticing the increased market for notebook
computers and believe the trend will continue. In looking
to profit from this trend (besides owning lots of INTC shares)
I decided to invest in Xircom. Do you have any opinion on
this company? Intel recently invested in Xircom and I'm
a little puzzled at exactly what their motive was. Thanks
for any insight!

Jim