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To: shane forbes who wrote (11719)	4/20/1998 1:49:00 PM
From: E. Graphs	Read Replies (2) \| Respond to of 25814

Hey Shane, Have you looked at IDC lately? Here's something on semis but the guts of the story cost more than a '98 PC, unfortunately. Asian Economies, Memory Segment to Impede Semiconductor Market Recovery: idcresearch.com >>The microprocessor segment of the microcomponent product area remains a bright spot for the semiconductor market. IDC expects microprocessor revenue to expand 24.9 percent to $29.3 billion in 1998. "Despite a trend toward lower-priced processors to feed the demand for sub-$1,500 PCs, healthy unit growth for both the computing and embedded segments of the market will fuel the processor market," according to Kelly Henry, Senior Research Analyst, Semiconductors.<<