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Dallas &Austin Breakfast Presentations: ``The Semiconductor Manufacturing Outlook''.


Business Editors

DALLAS--(BUSINESS WIRE)--Feb. 17, 2000

Polishing the Crystal Ball: The Semiconductor

Manufacturing Outlook

This is the title of a presentation to be delivered in Texas next month by INFRASTRUCTURE, the leading independent industry analysts and consultants covering the investor's view of the semiconductor manufacturing industry.

What's the outlook for the semiconductor and semiconductor equipment industries for 2000 and beyond? Are we in the middle of an extended growth cycle? If we are in a long-term growth cycle, what products will drive continued device consumption? Are there factors that could accelerate or derail the cycle? It's a formidable task to distill and synthesize all of today's information. In conjunction with SEMI, Carl Johnson and Ron Leckie of INFRASTRUCTURE will deliver their answers to these questions and many others in presentations over breakfast on March 8, 2000 in Dallas and on March 9, 2000 in Austin, Texas.

The Staff of INFRASTRUCTURE have been studying market trends and cycles for over six years. During their presentation, Johnson and Leckie will discuss key metrics and provide expert commentary about the health and future of today's device manufacturing business. Important transitions in the semiconductor capital equipment arena will be addressed. The discussion will touch on new fab construction, materials consumption, 300mm and final manufacturing. The presentation will also touch on end market drivers and their impact on semiconductor consumption.

In monthly and weekly publications, INFRASTRUCTURE distributes its analysis and insight on the industry in general as well as specific companies such as Applied Materials (Nasdaq:AMAT AMAT Applied Materials (stock symbol)
AMAT Average Memory Access Time
AMAT Automatic Message Accounting Transmitter
AMAT Anti-Materiel (bomb or mine)
AMAT Ageing Management Assessment Team
), Asyst Technologies (Nasdaq:ASYT), KLA Tencor (Nasdaq:KLAC), PRI PRI: see Institutional Revolutionary party.


(Primary Rate Interface) An ISDN service that provides 23 64 Kbps B (Bearer) channels and one 64 Kbps D (Data) channel (23B+D), which is equivalent to the 24 channels of a T1 line.
 Automation (Nasdaq:PRIA PRIA Public Relations Institute of Australia
PRIA Property Records Industry Association
PRIA Põllumajanduse Registrite Ja Informatsiooni Amet (Estonian)
PRIA Protecting the Rights of Individuals Act
PRIA Private Attributes
), Teradyne (NYSE NYSE

See: New York Stock Exchange
:TER), Credence Systems (Nasdaq:CMOS (Complementary Metal Oxide Semiconductor) Pronounced "c-moss." The most widely used integrated circuit design. It is found in almost every electronic product from handheld devices to mainframes. ), Kulicke &Soffa (Nasdaq:KLIC), Lam Research (Nasdaq:LRCX), Novellus Systems (Nasdaq:NVLS NVLS Novellus Systems (stock symbol) ), Cohu Inc. (Nasdaq:COHU), Photronics (Nasdaq:PLAB), Dupont Photomasks (Nasdaq:DPMI (DOS Protected Mode Interface) A Microsoft programming interface that allowed a DOS-extended program to run cooperatively under Windows 3.x. It was not compatible with VCPI, the first DOS extender standard. ), Cymer (Nasdaq: CYMI) and Amkor (Nasdaq:AMKR).

The Events:

These two events are organized in conjunction with SEMI (Semiconductor Equipment and Materials International Semiconductor Equipment and Materials International (SEMI) is a trade organization of manufacturers of equipment and materials used in the fabrication of semiconductor devices such as integrated circuits, transistors, diodes, and thyristors. ) and the AEA (American Electronics Association The American Electronics Association (now known as AeA) is a nationwide non-profit trade association that represents all segments of the technology industry in the United States. ). The first breakfast will be held on Wednesday March 8 in Dallas at the Westin Galleria. This will be repeated on Thursday, March 9 in Austin at the Marriott at the Capital. These events will both start at 8:30 AM, include a continental breakfast followed by the 90-minute presentation, concluding by 10:30 AM.

To Sign-up:

Before March 1, the cost will be $40 per person for SEMI and AEA Members; nonmembers $45 per person. After March 1, the cost will be $50 per person. Space is limited and early registration is encouraged.

To register by phone (credit cards only), call 650/940-6901. For a printed flyer call SEMI Southwest at 512/349-2422.

About INFRASTRUCTURE:

INFRASTRUCTURE is the autonomous research organization of WIPNET Inc., a Texas corporation, which publishes a monthly newsletter, mid-week &uot;Industry Notes&uot; and is the recognized leader in bringing technology, market and investment-oriented analysis on the semiconductor, semiconductor capital equipment, flat panel display A thin display screen for computer and TV usage. The first flat panels appeared on laptop computers in the mid-1980s, and the LCD technology became the standard. Stand-alone LCD screens became available for desktop computers in the mid-1990s and exceeded sales of CRTs for the first time  and related industries. Individuals may subscribe to these services for $375 per year, and gain access to archives of the publications for research purposes.

Further information on INFRASTRUCTURE may be obtained by visiting the Web site at: http://www.infras.com or calling 972/492-7208.
COPYRIGHT 2000 Business Wire
No portion of this article can be reproduced without the express written permission from the copyright holder.
Copyright 2000, Gale Group. All rights reserved. Gale Group is a Thomson Corporation Company.

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Date:Feb 17, 2000
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