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Technology Stocks : IBM -- Ignore unavailable to you. Want to Upgrade?

To: Perry G. who wrote (2777)	4/20/1998 7:33:00 AM
From: James Burke	Respond to of 8218

Here's some good news with regards to hardware sales: April 17, 1998 Market research firm Dataquest recently reported 1997 application- specific integrated circuit (ASIC) market share rankings. The results reflect IBM Microelectronics Division's strategic focus on supplying customers with leading-edge custom logic chip solutions. IBM moved from the No. 5 position in 1996 into the No. 2 position in the 1997 worldwide ASIC ranking. IBM's outstanding 53.6 percent growth in total ASIC sales was the highest of the top 10 worldwide ASIC suppliers. Next in line was Lucent Technologies with 40.2 percent growth in total ASIC sales. According to Dataquest, most other vendors had an average year, as shown in Table 1. Dataquest reports that IBM's manufacturing strength and vast experience in a wide range of data processing applications helped increase its merchant presence with leading computer and disk drive suppliers. The firm indicates this growth is expected to continue as the company heightens its Blue Logic technology presence in the communications and consumer sectors. Table 1 Top 10 Worldwide ASIC Ranking (Millions of Dollars) 1996 1997 1996 1997 Change Rank Rank Revenue Revenue (%) 1 1 NEC 1,689 1,863 10.3 5 2 IBM 1,003 1,541 53.6 4 3 Lucent Technologies 1,060 1,486 40.2 3 4 Fujitsu 1,120 1,248 11.4 2 5 LSI Logic 1,136 1,182 4.0 6 6 Texas Instruments 841 886 5.4 8 7 VLSI Technology 615 667 8.5 7 8 Toshiba 836 660 -21.1 11 9 Altera 497 631 27.0 10 10 Xilinx 566 612 8.1 Source: Dataquest (April 1998)