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

To: derek cao who wrote (18591)	4/6/1998 3:03:00 PM
From: Proud_Infidel	Respond to of 70976

In case anyone is interested, here's a roadmap of where INTC intends to take future generations of Merced. Message 3972809 I personally believe .10 mu technology will be pushed further out than 2004, but then I am not an engineer. BK

To: derek cao who wrote (18591)	4/6/1998 4:40:00 PM
From: Andrew Brockway	Read Replies (1) \| Respond to of 70976

Here's more to what Derek was saying about chip sales: Chip sales up less than 1% By J. Robert Lineback SAN JOSE--Still bothered by the side effects of the Asian economic "flu," worldwide chip sales grew an anemic 0.9% in February to $10.523 billion compared to $10.432 billion in the same month last year, according to new market data released here today by the Semiconductor Industry Association (SIA). February's sales total also marked the third straight month that global chip revenues declined when compared to the previous month. Chip sales in February were 4.0% lower than they were in Janurary, when world revenues totaled $10.966 billion, based on the SIA's three-month rolling average. Sales fell evenly in the four major geographic markets tracked by the SIA's monthly sales report. Chip sales in the Americas dropped 4.1% to $3.537 billion compared to $3.687 billion in January. Europe's semiconductor sales slipped 3.2% in February to $2.431 billion compared to $2.512 billion in January, and Japan's chip shipments fell 4.8% to $2.240 billion compared to $2.352 in the previous month. Chip billings in the Asia/Pacific region dropped 4.1% in February to $2.315 billion compared to $2.414 billion in January, said the SIA, which bases its report on global data collected by the World Semiconductor Trade Statistics (WSTS) organization from 70 companies. The SIA put a positive spin on the chip market conditions, saying semiconductor sales were the second highest February total since 1990. "January and February sales are consistent with the seasonal sales pattern we saw in 1997," said George Scalise, president of the SIA, based in San Jose. "Considering this pattern together with Japans impact on overall sales totals, February numbers are what we expected." Compared to a year ago--when chip markets were suffering a slow start to 1997--February's $10.523 billion was only 0.9% higher than the $10.432 billion reported last year. Japan's chip sales plunged 13.2% to $2.240 billion compared to $2.579 billion in February 1997, the report said. Other regions fared better, compared to chip sales a year ago. For example, February chip sales in the Americas rose 3.3%, Asia/Pacific sales grew 6.6% and Europe was up 7.7% compared to the same month in 1997. Europe continues to be the world's strongest semiconductor market (see Feature on European chip market) from SBN's April publication.