FYI:
Memory Yields, Excess Capacity, Silicon for Networks and Lithium Ion Batteries
Discussed in the July Issue Of INFRASTRUCTURE
DALLAS (July 22) BUSINESS WIRE -July 22, 1998--INFRASTRUCTURE, the independent
research and analyst group which provides expert
information on the semiconductor, FPD and related industries, is pleased
to announce that its July issue of the popular newsletter once again includes
several key discussions and featured articles.
In the July issue, Ron Leckie, INFRASTRUCTURE's CEO, discusses the topic
of Memory Yield Management. Leckie quantifies some of today's DRAM yields
and observes that, "There is a significant amount of yield upside left
in 64 Mbit DRAM products, to the point that when the shrinks come out
and yields increase, this will be like giving more free capacity to the
DRAM suppliers." In talking about companies like Advantest; Electro Scientific
Industries (Nasdaq:ESIO); General Scanning (Nasdaq:GSCN); KLA-Tencor (Nasdaq:KLAC);
and Teradyne
(NYSE:TER), he said that "These are the type of companies that will provide
the tools for memory suppliers to analyze/optimize their yields, and achieve
this virtual capacity." He also discusses the software tool suppliers
who will help manufacturers manage their yields. These include not only
the public companies, ADE Corporation (Nasdaq:ADEX); Electroglas (Nasdaq:EGLS);
Informix (Nasdaq:IFMX); KLA-Tencor (Nasdaq:KLAC); and Oracle (Nasdaq:ORCL),
but also some very interesting private companies like IDS Software Systems.
In his monthly Financial Market Commentary column, Carl Johnson, INFRASTRUCTURE's
President, discusses the recent capital spending cuts by Intel Corp. (Nasdaq:INTC),
and their effect on suppliers such as Applied Materials (Nasdaq:AMAT).
In commenting on PMC Sierra
(Nasdaq:PMCS), Johnson said, "However, there are pockets of strength to
be found in the semiconductor business." He added that, "This month's
Corporate Profile of PMC Sierra highlights the strength in silicon products
used to construct of the networking infrastructure."
In a second article on battery technology, "The Promise of Lithium," a
guest writer analyzes this interesting technology. Ron Leckie commented
that, "According to market research firm, Frost & Sullivan, World Lithium
Battery Market revenues should top $2.3 billion in 1997." He added that,
"This rapid growth market should offer some investment opportunities,
but it is fraught with risks. Just look at this month's news of a cameraman's
(lithium) battery blowing up near Chelsea Clinton. This is certainly not
the first incident from a technology which can deliver a higher energy-density
storage than any other material." The article discusses Lithium battery
activities at 3M Corporation (NYSE:MMM); Sony (NYSE:SNE); and Valence
Technology (Nasdaq:VLNC).
About INFRASTRUCTURE
INFRASTRUCTURE is the autonomous research organization of WIPNET Inc.,
a Texas corporation. INFRASTRUCTURE publishes the monthly newsletter,
"INFRASTRUCTURE," and industry-acclaimed "Daily Notes" and is the recognized
leader in bringing investment-oriented analysis on the semiconductor,
semiconductor capital equipment, flat panel display and related industries.
The "INFRASTRUCTURE" publications are available upon signing up for an
annual or month-to-month subscription. Electronic subscriptions cost
$375 per annum or $35 per month and include industry acclaimed "Daily
Notes" and access to back issues of "INFRASTRUCTURE," "Daily Notes" and
Baseline Financial reports, all available at the INFRASTRUCTURE web site.
Paper subscriptions cost $45 month-to-month or $475 annually and include
"Daily Notes," Baseline Financial reports and back issue access only if
subscribers have access to the world wide web.
To subscribe, call 972/492-7208 or send an e-mail request for the INFRASTRUCTURE
backgrounder and subscription form to: info@infras.com
INFRASTRUCTURE provides consulting services and training on the semiconductor
and semiconductor capital equipment industries and collaborates with VLSI
Research Inc., adding analysis to "Industry Pulse," a continuously updated
monthly "Data Packet" containing a quantitative review of the semiconductor
industry. This monthly report includes VLSI Research, Inc's replacement
index for the obsolete Semiconductor Book-to-Bill report.
Notes to Editors: "DataPacket" is a registered trademark of VLSI Research,
Inc. All publications herein are bound by copyright and trademarks apply.
-0- DJ/da*
CONTACT: WIPNET, Inc. (d.b.a. INFRASTRUCTURE)
Carl Johnson, 972/492-7208
infras@infras.com
or
Ron Leckie, 408/255-0853
ron@infras.com
infras.com
KEYWORD: TEXAS CALIFORNIA
INDUSTRY KEYWORD: COMPUTERS/ELECTRONICS COMED Today's News On The
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