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

To: Proud_Infidel who wrote (25519)	10/20/1998 1:52:00 PM
From: Ian@SI	Respond to of 70976

Brian, Geez, I must have really turned bearish. ... but I just can't get excited about a DataQuest(ionable) forecast that's 2-3 years into the future. They have a tough time forecasting what happened last month with any degree of accuracy. With the market usually discounting 6 months to a year, it must be seeing something in addition to this forecast... All the same, it's nice to see anybody saying anything nice about the chip industry. Kind regards, Ian.

To: Proud_Infidel who wrote (25519)	10/20/1998 2:15:00 PM
From: Gottfried	Read Replies (2) \| Respond to of 70976

Brian, your namesake says "Analysts Paint Grim Semiconductor Landscape" (10/20/98 7:39 a.m. ET) By Brian Fuller, EE Times excerpts >Dataquest's outlook for the semiconductor-equipment sector was revised downward in a presentation by analyst Clark Fuhs. In July, he reported 1999 would be a year of marginal improvement for capital spending, increasing to $33 billion from this year's expected $31 billion. But Fuhs said Monday that he now thinks capital spending will fall by 8 percent to 10 percent next year. bold emphasis added and In the volatile DRAM market, revenue is expected to total $14 billion this year, down sharply from the 1995 high of $42 billion. In addition, many high-growth semiconductor segments are expected to slow down between now and 2002. While the total semiconductor market, for instance, is forecast to show 11.5 percent compound annual growth in the next five years, microprocessors are only expected to grow 10 percent -- the least of any of the seven product areas tracked by Dataquest. Cell-based ICs are expected to grow 20.5 percent. < Seems Dataquest can't make up their minds. techweb.com Gottfried