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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: kolo55 who wrote (7380)	12/1/1998 11:51:00 AM
From: Ian@SI	Respond to of 10921

RE: What if the recovery in Semis is somewhat muted? eet.com What if this forecast is correct? Will we see another dip in the sector next spring? Paul, I believe that most are expecting a muted upturn to begin during 3Q99 based primarily on Technology buys: i.e. 0.18µm, 300mm pilot lines, CMP, Automation, PGILD (I hope), etc. A full blown up turn is unlikely prior to wholesale fab construction related to 300mm. As such, I expect the usual fluctuations in stock prices as the market continues its manic-depressive ways. I have no idea how long any of these mini up or down cycles will last or when one is likely to start. FWIW, Ian.

To: kolo55 who wrote (7380)	12/1/1998 12:24:00 PM
From: Ian@SI	Respond to of 10921

Paul, Another opinion, even if it's based upon anecdotal evidence... Ian ++++++++++++++++++++++++++++++++++++++++++ December 1, 1998 Realtek Expects Its Sales to Surge On Demand in Networking Market By a WALL STREET JOURNAL Staff Reporter HSINCHU, Taiwan -- Realtek Semiconductor Corp., one of Taiwan's largest specialized designers of semiconductors, said it expects sales to increase by at least 20% in 1999 to 2.6 billion New Taiwan dollars (US$80.2 million) on rising global demand for networking and consumer-electronics products. "There's still a lot of room for growth in the networking market," said Jessy Chen, Realtek's executive vice president and spokesman. Realtek is one of dozens of chip-design companies that have sprung up in Taiwan in the past several years alongside the island's increasing number of semiconductor manufacturers. Taiwan is the world's fourth-largest maker of semiconductors, after the U.S., Japan and South Korea. About 55% of Realtek's business comes from the sales of chips used to form networks among individual personal computers. Realtek supplies Ethernet networking chips to companies such as D-Link Corp. and Accton Technology Corp. of Taiwan. An additional 30% of its business comes from chips used in consumer products such as telephones, and the remainder comes from sales of computer-related products. Rather than make its own chips, Realtek creates the designs and farms out production to a local contract manufacturer. Realtek's sales in the nine months to September increased 26% to NT$1.57 billion from NT$1.25 billion a year earlier. Net profit climbed 39% to NT$356 million, or NT$3.26 a share, from NT$257 million a year earlier. For all of 1998, Realtek expects it will earn net profit of NT$450 million, on sales of NT$2.15 billion.