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Technology Stocks : LTX Corp. (LTXX) -- Ignore unavailable to you. Want to Upgrade?

To: eddiewg who wrote (1468)	3/31/1999 8:18:00 PM
From: E_K_S	Read Replies (1) \| Respond to of 2126

Hi eddiewg - I also heard that LSI placed an order for one or more of these new test machines. Any idea how many machines LSI might require at their new FAB facility in Oregon? Does anybody on the thread know how many testers were shipped last quarter? ...last year? Things may be looking up for LTXX as long as the semiconductor cycle has bottomed. The new Fabs now under construction (or ones upgrading their old FAB facilities) must place their orders VERY soon if they plan to meet the semiconductor demand forecasted for next year. ===================================================================== Worldwide sales of semiconductors in 1998 suffered their biggest decline since 1985, as production overcapacity lead to steep price drops in many product areas, fueling a revenue decline of 8.4%. According to Gartner Group's Dataquest, a market research firm based in San Jose, Calif., total semiconductor sales in 1998 were $134.8 bln, a drop of 8.4% from 1997 total sales of $147.2 bln. "Semiconductor vendors around the world were glad to see the last of 1998," Dataquest wrote in its final annual semiconductor survey. "The continued overcapacity in DRAM (dynamic random access memory chips) spread to other product categories and dragged most ASPs (average selling prices) down." (Reuters 10:47 PM ET 03/30/99) "...10:47 PM ET 03/30/99 World chip sales suffer biggest decline since 1985 SAN FRANCISCO, March 30 (Reuters) - Worldwide sales of semiconductors in 1998 suffered their biggest decline since 1985, as production overcapacity lead to steep price drops in many product areas, fueling a revenue decline of 8.4 percent. According to Gartner Group's Dataquest, a market research firm based in San Jose, Calif., total semiconductor sales in 1998 were $134.8 billion, a drop of 8.4 percent from 1997 total sales of $147.2 billion. "Semiconductor vendors around the world were glad to see the last of 1998," Dataquest wrote in its final annual semiconductor survey. "The continued overcapacity in DRAM (dynamic random access memory chips) spread to other product categories and dragged most ASPs (average selling prices) down." Santa Clara, Calif.-based Intel Corp. remained the world's largest chip maker, with a 16.9 percent share of the world semiconductor market. Intel, which makes the brain chips used in about 80 percent of the world's personal computers, saw its year-over-year revenues grow 4.8 percent to $22.8 billion. Japan's NEC Corp. <6701.T>, while remaining number two after Intel, saw its revenues drop 20.4 percent to $8.1 billion and Motorola Inc., which remained number three, saw a 12.2 percent decline in revenues to $7 billion. Notably, Lucent Technologies Inc. , which went up one notch to number 14 from number 15 last year, had the fastest revenue growth rate among the top 20 chip makers. Lucent's revenues grew 15.9 percent to $3.2 billion...." EKS