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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club -- Ignore unavailable to you. Want to Upgrade?

To: Kirk © who wrote (3522)	2/27/1999 10:18:00 PM
From: Wren	Read Replies (1) \| Respond to of 15132

Did anyone hear Bob's opening monolog. What did he say about the correction and about buying opportunities? Thanks.

To: Kirk © who wrote (3522)	2/27/1999 10:22:00 PM
From: FJB	Read Replies (1) \| Respond to of 15132

Have you looked in your car these days? I think the semiconductor content is larger than a PC or your VCR/TV in most homes and almost everyone owns a car or two. Now they will be stuffing them with GPS, wireless internet connections, etc.... You hardly hear about this market. IT is huge, though pricing pressure is intense. Good point about cars Kirk. "The automotive chip market has one of the highest growth rates in the semiconductor business," Marek said. Not only are electronics accounting for a greater percentage of the value of a new car, semiconductors are also becoming the largest part of the automotive electronics market. He estimated that the total market for electronics in automobiles was $8 billion in 1990, swelling to $26 billion in 2000 and the mushrooming to $150 billion in 2010. Of those figures, chips represented only one quarter of the 1990 figures, but that will increase to two-thirds of the total in 2010, or $100 billion. Dataquest senior analyst for semiconductor applications Xavier Pucel agrees, pointing out that the total market for chips in cars is growing at 11% per year through at least 2002, while new car production is growing at just 2% to 3%. Worldwide, the average car contains $153 worth of silicon this year, increasing to $223 in 2002. semibiznews.com The predictions for 2002 can be taken with a grain of salt, but the reality is cars consume a bunch of chips. Bob