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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: MYNGA who wrote (30181)	3/24/1998 8:09:00 PM
From: AK2004	Respond to of 1570550

MYNGA, All I have not seen it yet. Thank you. Below is an interesting tech projection. Regards -Albert 06:39pm EST 23-Mar-98 ABN AMRO ......... 1999 Boom Year Ahead! ......... Date: March 24, 1998 ------------------------------------------------------------------------------- Highlights: * Semiconductor growth is estimated at 7% in 1998 and 24% in 1999, with the biggest swing in memory chips. * Semiconductor capital spending is estimated at down 10% in 1998 but up 15% in 1999. Wafer fab equipment is estimated at off 5% in 1998 and up 18% in 1999. * We believe a swing from over-capacity to under-capacity by 2H99 will shift investment choices from the more stable analog IC and photomask suppliers to the more cyclical IC companies and the semiconductor capital equipment suppliers. ------------------------------------------------------------------------------- .........