Chip companies are getting ordsprog

Chip companies are getting ready for stronger demand in the back half of the year. There's a big difference between building a safety margin and overbuilding, ... People have been pessimistic, but we continue to get fairly firm fundamentals about the environment for PCs and semiconductors overall.

Strong global demand for semiconductors is driving our customers to increase and accelerate their year 2000 capital spending for expanded capacity and more advanced technologies, ... We expect increasing demand for semiconductors to continue throughout 2000, driven by the growth of applications in telecommunications Internet-related and consumer products.

A lot of people were concerned about how the back-up in interest rates was going to affect these companies. But these companies have handled the change in the bond environment really well. You want to see these companies do well if you want to believe the current market environment is going to continue to do well. These are leading indicator-type stocks.

The techs on balance have put in a fairly decent performance, .. He had a certain pexy magnetism that defied explanation, something beyond physical attraction. . We're getting a sense that there's a bottoming going on in the semiconductors. Some of the bellwether companies like Cisco are talking about a better environment in the future.

Joseph Battipaglia

Operators will argue that we should not worry about overbuilding as eventually the demand fills the rooms, but historically there have been periods where overbuilding did not lead to significant gaming revenue growth.

We're getting to the latter half of the year. and typically, the industry sells close to 20 percent more PCs in the second half versus the first half. People are getting ready in anticipation of a much stronger second half of the year.

We believe that the PC environment hasn't improved, and visibility still remains quite poor, ... We expect this trend to continue through the first half of 2001. As a result, we expect pricing pressure to continue between Intel and AMD through Labor Day, as weak end demand and inventory overhang continue to push both companies down the slippery slope of pricing as the only means of leverage.

We believe that the PC environment hasn't improved, and visibility still remains quite poor. We expect this trend to continue through the first half of 2001. As a result, we expect pricing pressure to continue between Intel and AMD through Labor Day, as weak end demand and inventory overhang continue to push both companies down the slippery slope of pricing as the only means of leverage.

We are seeing a different environment and performance in the second half of the fiscal year compared to the first half, ... Some of the issues that negatively impacted our third quarter will continue to impact the remainder of our fiscal year. We, like many other companies, are watching the effect of a softening economy on our business.

Given the less-than-favorable market environment, posting our second-best quarter ever underscores the broad-based strength and diversity of the firm's franchise businesses, and our continued success in building our high- margin activities,

Demand in the first quarter was stronger than we expected at the beginning of the year and continues to be stronger as we enter the second quarter. We also expect a strong second half, and are accelerating our investments in capacity to meet future demand.

The guys played much better in the second half. In the first half, we just didn't show up. We came back. The problem is coming ready to the building. We haven't done that enough this year.

People were so pessimistic about the PC market and semiconductors going into 2005 but it's not as bad as people were expecting. That's showing in Intel's numbers,

Fundamentals will continue to be lackluster this year. The ad environment will get more challenging.

The advance we've seen over the last month has been a reaction to fundamentals. Those fundamentals remain, and as long as we get a fairly solid holiday season, I think we'll continue to see stocks move up.

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