Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Rambus (RMBS) - Eagle or Penguin -- Ignore unavailable to you. Want to Upgrade?

To: RetiredNow who wrote (9508)	11/11/1998 11:57:00 AM
From: Roads End	Read Replies (2) \| Respond to of 93625

mindmeld....Here is the latest market forecast for chip usage over the period you covered. Mile High posted this on the news thread. Putting your numbers to this forecast implies 8.9% of total chips in 2000 will be RMBS. I would anticipate a much higher % by then based on the many forecasts that have been posted here. I think the number is closer to 50% RMBS. Try this set of data and you have a much different and probably more realistic estimate. Steve TOKYO (Nikkei)-Global demand for microchips is expected to grow 6.6% in 1999 and 13.6% in 2000, the World Semiconductor Trade Statistics reported Tuesday. That contrasts sharply with its estimate of a 10.9% decline in 1998 to $122.2 billion on a shipment basis. The forecasts for the next two years are about 20% below the June predictions of an international statistics body representing 37 global chip makers, however. WSTS forecasts the market for memory chips will expand 8% in 1999, 19% in 2000 and 22% in 2001. These are the highest growth rates among all semiconductor sectors. Japanese chip shipments are forecast to grow just 0.8% next year, after falling 22.6% this year - the worst performance among major producing countries. Almost all major chip fabricators in Japan, Europe, the U.S., South Korea and Taiwan are members of WSTS. (The Nihon Keizai Shimbun Wednesday morning edition)