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To: Danny Boy who wrote (4924)	5/20/1999 2:00:00 PM
From: DJBEINO	Respond to of 9582

brcm 103 3/16 +3 23/32 (3.74) 103 (3) 103 3/16 (10) 1,076,000 alsc 4 7/16 0 (0.0) 4 7/16 (50) 4 15/32 (1) 329,500

To: Danny Boy who wrote (4924)	5/21/1999 2:03:00 PM
From: DJBEINO	Read Replies (1) \| Respond to of 9582

brcm 107 1/4 +7 3/8 (7.38) 107 1/8 (3) 107 3/16 (5) 2,587,900 ALSC 4 1/2 +1/32 (0.7) 4 1/2 (10) 4 17/32 (10) 85,000 umc 2303 56.00 + 0.50 85144849

To: Danny Boy who wrote (4924)	5/24/1999 2:44:00 PM
From: DJBEINO	Respond to of 9582

Global chip demand to grow 12.6% in 1999-report TOKYO, May 24 (Reuters) - Global demand for semiconductors is expected to grow 12.6 percent year-on-year to $153.3 billion in 1999, market research firm Dataquest said on Monday. Dataquest attributed the expected rise to robust demand from areas including personal computers and telecommunication equipment and said dynamic random access memory (DRAM) chips will likely lead the market's growth. ''Predicting from the current shipment plans at chip makers, demand and supply condition for DRAMs will be tight in the latter half of 2000,'' said Yoshihiro Shimaga, director of the Japanese semiconductor group at Dataquest. The report said global chip demand will reach $244 billion in 2003, up 5.6 percent from the previous year. The Asia-Pacific market will show the highest growth among major regional markets in the next five years with an annual average growth rate of 13.3 percent, the report said. biz.yahoo.com +++++++++++++++ GartnerGroup's Dataquest Says Worldwide Semiconductor Industry on Pace to Reach $244 Billion by 2003 Upcoming Semiconductor Conference to Examine the Future of the Industry SAN JOSE, Calif.--(BUSINESS WIRE)--May 24, 1999--Driven by the use of personal computers, consumer electronics, and communications equipment, the worldwide semiconductor industry will experience double-digit growth through 2001, according to the quarterly report on the industry by Dataquest Inc., a unit of Gartner Group, Inc. (NYSE:IT - news). The market is projected to grow from $153 billion in 1999 to $244 billion by 2003 (see Table 1). Dataquest analysts said the DRAM market will continue to shape the outlook for the overall semiconductor industry. ''A key assumption to the forecast is a DRAM shortage starting in late 2000, which will cause DRAM revenue to peak in 2001,'' said Ron Bohn, director of research for Dataquest's worldwide semiconductor group. ''After that, the DRAM cycle of oversupply will repeat itself.'' The Americas will continue to be the leading region of semiconductor revenue through 2003. Semiconductor revenue in the Americas will grow from $51 billion in 1999 to $83 billion by 2003. Asia/Pacific revenue will increase from $35 billion in 1999 to $58 billion in 2003. Semiconductor revenue in Europe will jump from $33 billion in 1999 to $52 billion in 2003, while revenue in Japan will reach $35 billion in 1999 and grow to $51 billion in 2003. -0- Table 1 Worldwide Semiconductor Revenue Forecast Estimate (Billions of U.S. Dollars) 1999 2000 2001 2002 2003 Total Semiconductors 153 179 218 231 244 Revenue Growth (%) 12.6 17.0 21.6 5.9 5.6 Source: Dataquest (May 1999) ''The three main drivers of the semiconductor market are PCs, consumer electronics, and communications equipment; together they account for about two-thirds of the total. Of the top 20 high-growth semiconductor applications, nine are communication applications, six are consumer applications, and four are PC workstation applications,'' said Joe Grenier, vice president of Dataquest's semiconductor device programs. ''There is a fourth major driver of the semiconductor industry, automotive electronics, which accounts for the remaining high-growth application.'' Dataquest analysts said the underlying megatrends driving these high-growth applications are the digital home, the global communications explosion, personal mobility, e-commerce, and the need for more bandwidth. Another megatrend impacting semiconductor suppliers and the high-growth markets is the industry move to system-level integration (SLI), or system-on-a-chip (SOC). This will reshape future customer/supplier business models, as well as provide the vehicle to low-cost systems. The Dataquest Alert titled, ''Worldwide Semiconductor Forecast: Market Still on Track for Double-Digit Revenue Growth in 1999,'' contains an eight-quarter forecast of the worldwide semiconductor industry, as well as a regional forecast through 2003. Every quarter Dataquest will update this forecast to provide timely assumptions on the changes Dataquest sees coming in this volatile industry. biz.yahoo.com