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Technology Stocks : LSI Corporation -- Ignore unavailable to you. Want to Upgrade?

To: Moonray who wrote (18545)	5/24/1999 6:33:00 PM
From: E_K_S	Read Replies (2) \| Respond to of 25814

Here's more on the Dataquest prediction of DRAM shortage.... (http://www.techweb.com/wire/story/TWB19990524S0027) Technology News Dataquest Predicts Year 2000 DRAM Shortage 05/24/99, 6:03 p.m. ET) EDTN A DRAM shortage at the end of 2000 will drive worldwide semiconductor sales upward by 21.6 percent in 2001, according toa forecast by Dataquest, in San Jose, Calif. By 2001, global chip sales are estimated to reach $218 billion compared to $153 billion in 1999, and $179 million in 2000, according to the report. "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." As a result, worldwide semiconductor revenue growth will decelerate. And in 2002 and 2003, the market will grow by 5.9 percent and 5.6 percent, respectively. Double-digit growth through 2001 will be propelled by PCs, consumer electronics, and communications equipment, which account for nearly two-thirds of total chip sales, according to Joe Grenier, vice president of Dataquest's semiconductor device programs. "Of the top 20 high-growth semiconductor applications, nine are communication applications, six are consumer applications, and four are PC workstation applications," Grenier said, in a prepared statement. ===================================================================== Should be bullish for LSI in the next two years through 2001. "After that, the DRAM cycle of oversupply will repeat itself." EKS