Contents. Semiconductor DQ Monday Report Issue 43

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1 Semiconductor DQ Monday Report Issue 43 Introduction to Semiconductor DQ Monday Report Semiconductor DQ Monday Report allows Gartner Dataquest analysts to share opinions and analysis of key events as they unfold. To learn more about Gartner's industry-leading products and services, we encourage you to contact us at: or contact your local account executive. You can also visit us at About Gartner Gartner Dataquest is the recognized leader in providing the high-technology and business communities with market intelligence for the semiconductor, computer systems and peripherals, communications, document management, software, e-business, and professional services sectors of the global IT industry. Gartner provides unrivaled thought leadership for more than 10,500 organizations, helping clients achieve their business objectives through the intelligent and efficient use of technology. Additionally, Gartner helps technology companies identify and maximize technology market opportunities. Gartner's technology content and strong brand reach IT professionals globally through Gartner Research, its research and advisory unit; Gartner Services, its custom consulting unit; Gartner Events, including Gartner's renowned Symposia; and at Gartner, founded in 1979 and headquartered in Stamford, Connecticut, achieved fiscal 2001 revenue of $963 million. Gartner's 4,000 associates, including 1,200 research analysts and consultants, are in more than 90 locations worldwide. Contents DRAM Spot Market Pricing... 2 CodeWarrior for the Automotive Industry... 3 ST and Philips 3Q02 Results: Caution Ahead... 3 Intel Opens Expanded Chip Plant in New Mexico... 4 CSR Puts Bluetooth Where It Belongs... 5 Tecnomatix Acquires Teradyne's CIMBridge Product Line... 5 TSMC Posts 3Q Sales Decline, Lowers CAPEX Plan... 6 Press.gartner.com... 7 In the News... 7 New Reports... 8 Get "Alert"ed to the Latest in Semiconductor Research... 8 Upcoming Gartner Conferences Gartner, Inc. 1

2 2 Semiconductor DQ Monday Report, Issue 43 DRAM Spot Market Pricing Table 1 shows the average spot market pricing for DRAM as tracked by Gartner Dataquest for the weeks ending 18 October and 25 October. Table 1 DRAM Spot Market Pricing (U.S. Dollars) 18-Oct Oct-02 Weekly Change (%) Low Range High Range Low Range High Range Low Range High Range 64Mb (8Mbx8 PC133) Mb (16Mbx8 PC133) Mb (16Mbx8 DDR266) Mb (32Mbx8 PC133) Mb (32Mbx8 DDR266) Mb (8Mbx16 RDRAM 400MHz) Source: Gartner Dataquest (October 2002) Gartner Dataquest Analysis Last week spot pricing changes ranged from an increase of 1.9 percent to an increase of 16.0 percent. Figure 1 shows a 52-week history of average DRAM spot pricing for the six key devices tracked. Figure 1 Average DRAM Spot Pricing, 52-Week History U.S. Dollars Mb PC-133 Average 128Mb PC-133 Average 256Mb PC133 Average 128Mb DDR266 Average 256Mb 266DDR Average Nov 23-Nov 14-Dec 4-Jan 25-Jan 15-Feb 8-Mar 29-Mar 19-Apr 10-May 31-May 21-Jun 12-Jul 2-Aug 23-Aug 13-Sep 4-Oct 25-Oct 128Mb RDRAM Average Source: Gartner Dataquest (October 2002)

3 Semiconductor DQ Monday Report, Issue 43 3 Pricing on the mainstream 128Mb 16Mbx8 PC133 device was up 3.1 percent for low-end pricing for the week, while high-end pricing was up 2.8 percent. Pricing ended the week in the range of US$1.65 to US$1.85. Pricing on the higher-density 256Mb 32Mbx8 PC133 device was up 4.3 percent for low-end pricing for the week, while high-end pricing was up 1.9 percent. Pricing ended the week in the range of US$2.40 to US$2.75. Pricing on DDR SDRAM 128Mb devices was up 15.9 percent for low-end pricing during the past week, while high-end pricing was up 16.0 percent. Pricing ended the week in the range of US$4.00 to US$4.35. Pricing on the 256Mb 32Mbx8 DDR266 was in the range of US$8.00 to US$8.50 low-end pricing was up 15.9 percent while high-end pricing was up 15.6 percent on the week. RDRAM pricing was flat last week. Pricing ended the week in the range of US$4.80 to US$5.05. The 128Mb and 256Mb DDR SDRAM pricing is above US$4.00 and US$8.00, respectively, again. The last time DDR SDRAM pricing was this high was in March. SDRAM pricing is still weak compared with DDR SDRAM, but toward the end of last week, there appeared to be more interest in SDRAM because of the increasing price differential, and pricing began to increase. By Andrew Norwood (andrew.norwood@gartner.com) CodeWarrior for the Automotive Industry Metrowerks is announcing many technology initiatives for the transportation market, including adding rate monotonic analysis support for OSEK turbo, licensing the Unis processor core technology and supporting communication stacks from Volcano Automotive Group and Vector Software. Source: Company News Release Gartner Dataquest Analysis Metrowerks has been aggressively pursuing different vertical markets for a while in a strategy that includes buying technology, companies or both to add value to the solution stack that it provides. Most recently, the company acquired certain technology assets from Applied Microsystems namely CodeTest and TAP while Applied exited the embedded software development tools market altogether. Many embedded software development tools companies have placed their bets on the telematics application needs of the transportation industry with a scant few looking at the other areas for expansion, such as power train electronics in the vehicle. The OSEK initiative that primarily came out of a consortium of European auto manufacturers was an inflexion point. Given that the high-end car may have up to 70 embedded microcomponents, potential growth prospects may be as good as the prospects in the passenger entertainment and information areas. By Daya Nadamuni (daya.nadamuni@gartner.com) ST and Philips 3Q02 Results: Caution Ahead Recently, STMicroelectronics (ST) announced revenue of US$1.6 billion for the third quarter, a 7.5 percent quarter-over-quarter increase. Utilization rates for its fabs have improved throughout the year and stand at 82 percent. The company is in line with its plans to spend US$1 billion this year and expects to maintain the same level of expenditure in ST's outlook for the fourth quarter is for a modest seasonal upturn in demand, and the company expects to show quarterly positive growth.

4 4 Semiconductor DQ Monday Report, Issue 43 Philips Semiconductor reported sales of 965 million euros (US$919 million) for the third quarter, a quarter-over-quarter decline of 12.9 percent, with wireless phones and digital networks being the worst-hit areas. The company reported a slight deterioration for its fabs' utilization at 58 percent. Consequently, it will continue to reduce semiconductor capacity. Source: Press Releases and Conference Calls Gartner Dataquest Analysis The recovery of the semiconductor industry is proving slow. The macroeconomic uncertainties are not helping to speed the recovery. The expected stronger second half of the year has not materialized, and the traditionally strong fourth quarter is expected to be not strong enough. ST has reason to celebrate after two consecutive quarters of growth a confirmation of the company's confidence at the beginning of the year of having bottomed out in the first quarter. The acquisition of Alcatel Microelectronics in the second quarter has helped the company grow this quarter. The company continues to deny being in talks to acquire the semiconductor division of Motorola. In contrast, Philips suffered a quarter-over-quarter decline and losses. The company continues to streamline its manufacturing sites. However, the companies remain committed to research and development (R&D) spending through their alliance with Motorola and TSMC to develop sub-90-nm technology on 300-mm wafers in Crolles, France. The outlook for the coming months is uncertain; factors such as the recovery of the global economy and the threat of war in the Middle East are adding more uncertainty to the timing of strong and sustainable recovery. Semiconductor revenue growth will return in 2003, but it is likely to only be in the low double-digit range. By Adriana Blanco (adriana.blanco@gartner.com) Intel Opens Expanded Chip Plant in New Mexico Despite the high-tech slump, semiconductor giant Intel recently opened a US$2 billion expansion of its chip-making plant in New Mexico to meet demand when the economy rebounds. The expansion, called Fab 11X, will build microprocessors on 12-inch silicon wafers using the most advanced process technology, said Paul Otellini, Intel's president. Gartner Dataquest Analysis Intel has joined the realm of 300-mm production facilities, and while the timing of the fab opening from an industry standpoint seems to be poor, in reality, for Intel's business, it might be just right. Intel has been an active participant in the 300-mm road map but is one of the last major players to open a fab dedicated to production. D1C in Portland, Oregon, has been the center for development of the 300-mm process, as well as giving Intel the ability to work out the 300-mm production issues, with a pilot production line that is capable of several thousand wafer starts per month. With the bugs worked out for the 300-mm process technology in Portland as well as for the 130-nm process at other Intel facilities such as Chandler, Intel is ready to ramp 300-mm production in Rio Rancho.

5 Semiconductor DQ Monday Report, Issue 43 5 As one should when the chip market is in a downturn and appears to be "double dipping," one should question why any company would open a fab with the capability of doubling microprocessor production. The usual answer for a 300-mm fab is the cost saving of producing devices. Up to 2.5 times the number of devices per 300-mm wafer have been said to yield a 30 percent cost saving per die. Another economic reason that is buried in the press release is a significant reduction in the amount of DI water, energy consumption and organic volatile emissions. While it likely will cost a bit more to build a "green" fab, with the savings Intel should realize as a result of the lower amount of DI water and energy this fab should consume, Intel should likely see a quick ROI. However, while these arguments make good economic sense, the most compelling reason for the ramping up of this fab is based on gaining market share. During the last downturn Intel underinvested; as a result, in 1999 when the industry ramped quicker than expected Intel lost market share as it was not able to ramp product quickly enough to keep up with demand. Therefore, as the chip industry prepares to emerge from a two-year slump, Intel is taking measures to insure that a repeat of 1999 will not take place again. Intel is insuring that it will be well-positioned to take advantage of improving market conditions, as well as enabling the transition to the next technology node. While from an industry standpoint many others are waiting before ramping to 300 mm because of the current slump, Intel is preparing themselves for the eventual upturn and positioning themselves for continued growth. By Dean Freeman (dean.freeman@gartner.com) CSR Puts Bluetooth Where It Belongs This week Cambridge Silicon Radio (CSR) announced a design example for a wireless RS232 serial port based on its BlueCore technology. The software and hardware needed is included in the single-chip solution using CSR's BlueCore2-External radio and baseband on a chip, making the device look like a standard RS232 interface chip except it is wireless. Designers can download the software from CSR's Web site. CSR claims that the bill-ofmaterial for the complete design (Bluetooth chip plus external components) is less than US$10. Gartner Dataquest Analysis Wire replacement applications are the simplest Bluetooth application to implement and are becoming the early growth drivers for Bluetooth technology. Mobile phones, PDAs, notebook computers and desktop peripherals (keyboards and mice) are becoming more widely available. Wireless RS232, USB and other interfaces represent significant additional market opportunities in which interoperability and security are not likely to present the problems that they have in networking applications. By replacing the hype that we have experienced during the past few years with real application examples and reference designs of additional applications, Bluetooth suppliers are enabling the near-term market demand for Bluetooth technology. These actions are a clear sign that Bluetooth is on a path to achieving its potential as a connectivity solution. By Stan Bruederle (stan.bruederle@gartner.com) Tecnomatix Acquires Teradyne's CIMBridge Product Line Teradyne's Assembly Test Division and Tecnomatix Technologies announced that Tecnomatix Unicam will acquire Teradyne's CIMBridge CAD/CAM optimization software product line. The CIMBridge acquisition expands the alliance between Teradyne and Tecnomatix, which began in The terms of the transaction were not disclosed. Tecnomatix Unicam, a wholly owned subsidiary of Tecnomatix, will incorporate CIMBridge solutions with its manufacturing process management product line. Tecnomatix Unicam intends to increase its market share and technology base through the addition of the CIMBridge intellectual property, installed customer base and R&D team. Source: Company Press Release

6 6 Semiconductor DQ Monday Report, Issue 43 Gartner Dataquest Analysis Teradyne acquired the CIMBridge product as part of its purchase of GenRad in late With the end of the electronics downturn still not in sight, Teradyne is shedding some less-strategic pieces of the GenRad acquisition. Teradyne purchased GenRad primarily for its PCB test products, which complemented Teradyne's board-level test division. The CIMBridge software is used to import CAD data to PCB assembly equipment and generate PCB assembly machine programs. While loosely related to PCB test, CIMBridge doesn't fit neatly with the broader Teradyne product portfolio. On the other hand, CIMBridge is an appropriate addition to the Tecnomatix business. Tecnomatix has a strong position in the CAM software market for discrete manufacturing industries and has been expanding its focus on the electronics industry in recent years. The company acquired the Unicam business a few years ago, helping create a greater presence for Tecnomatix in CAM for electronics manufacturers. CIMBridge will round out Tecnomatix's CAM offering by providing solutions that enable electronics manufacturers to program and optimize PCB assembly equipment, including assembly line balancing, offline machine program generation and automated program upload/ download. By Laurie Balch (laurie.balch@gartner.com) and Daya Nadamuni (daya.nadamuni@gartner.com) TSMC Posts 3Q Sales Decline, Lowers CAPEX Plan Taiwan Semiconductor Manufacturing Co. (TSMC) announced results for the third quarter, posting a 10 percent quarter-over-quarter decline in sales to NT$39.8 billion. Wafer shipments dropped 6 percent compared with the second quarter, while average selling prices decreased 4 percent. Company guidance for the fourth quarter is for a similar decline in revenue, with quarter-over-quarter growth resuming in the second quarter of In addition, TSMC stated that capital spending this year would total US$1.65 billion, a reduction from their previous projection of under US$2 billion, and they expect a further decline in spending during Source: Company Press Release Gartner Dataquest Analysis TSMC's third quarter performance confirms Morris Chang's famous prediction of a "three to six month pause" in foundry wafer demand. Following a surprisingly robust first half of the year, foundry demand started to wane in June, and it has been slowly slipping away ever since. With TSMC's guidance for revenue bottoming out during the next two quarters, it now appears that the "pause" will be extended to at least nine months. However, despite the sales trend reversal, TSMC is likely to finish the year with revenue growing more than 20 percent compared with TSMC, along with the other foundries, has had to lower its CAPEX plan a few times this year in response to slowing demand growth. This latest reduction was expected because it had spent less than half of its previous budget through the third quarter, and an increase in spending in the fourth quarter is hardly justified given market conditions. The increasingly cautious outlook for 2003 is more troubling. Equipment and materials suppliers have already weathered two consecutive years of steep declines in spending, and the prospect of a lackluster 2003 is disheartening to say the least. But with depressed fab utilization rates extending into next year, TSMC is wise to take a prudent stance with respect to capacity expansion. Bear in mind that TSMC and UMC have 300-mm fabs running at minimal capacity levels, and the ramp-up of these fabs could be resumed quickly when market conditions improve. By James Hines (james.hines@gartner.com)

7 Semiconductor DQ Monday Report, Issue 43 7 Press.gartner.com Press.gartner.com is designed to guide you through the correct procedure of obtaining a Gartner Dataquest analyst's quote. If your company would like to issue a press release quoting one of our analysts, you must submit your request to quote.requests@gartner.com. Standard requests will be approved within 48 hours. In the News NeoMagic, Symbian Form Chip, OS Alliance NeoMagic announced it has formed an alliance with OS developer Symbian. Under the plan, Neomagic has joined Symbian's Platinum Partner Program. NeoMagic has optimized v6.1 of Symbian's OS for its MiMagic 3 family of applications processors and is working to optimize future MiMagic products for Symbian OS v7.0. Solutions using Symbian OS and MiMagic will enable high-performance multimedia capabilities on mobile devices, such as smart and media phones. IBM Claims World's Smallest IC via Molecular Process IBM claims it has demonstrated the world's smallest computer circuits, using what the company calls a breakthrough "molecule cascade" technique. This technique enabled IBM to make working digital-logic elements 260,000 times smaller than those used in the most advanced semiconductor chips. TriQuint Has Loss Despite Higher Revenue TriQuint Semiconductor said revenue for the third quarter was US$71.0 million with a gross profit margin of 35.4 percent, in line with previous guidance. GAAP net loss for the quarter was US$9.2 million, or US$0.07 per share. TriQuint had a pro forma net loss of US$937,000, or US$0.01 per share, in line with previous guidance. "I remain cautiously optimistic overall as we begin to see some improvement, especially in products for wireless phones where we again had a book-to-bill ratio greater than 1 in the third quarter Our newly acquired businesses from both IBM and Infineon are also doing well," said Ralph G. Quinsey, president and CEO, in a prepared statement. LSI 3Q Sales Up 11 Percent Over 2Q LSI Logic reported US$487 million in revenue for the third quarter, an 11 percent increase from US$438 million in the second quarter, and a 23 percent increase from US$397 million in the third quarter of Third-quarter GAAP net loss was US$28 million, or US$0.07 per diluted share, compared with a net loss of US$62 million, or US$0.17 per diluted share, in the second quarter. A year ago, the company reported a loss of US$398.1 million, or US$1.09 per share. Asyst's 3Q Sales Up 39 Percent but Rough Road Ahead Asyst Technologies reported sales of US$97.3 million for its second fiscal quarter, which ended 30 September, up 39 percent from the US$51.9 million in the previous quarter and 32.9 percent from US$48.5 million a year ago. Asyst reported a GAAP net loss from continuing operations, which included US$11.6 million of one-time charges and a US$62.7 million write-off to the company's deferred tax asset of US$76 million, or US$2.03 per diluted share. For its third fiscal quarter, the company expects to consolidate the results of a joint venture in Japan, Asyst-Shinko. The venture is expected to achieve quarterly revenue of US$25 million and an operating profit in the mid-single-digit range, excluding a noncash charge for in-progress R&D. Excluding Asyst-Shinko, the company expects to achieve net sales of US$50 million to US$55 million, which implies a rate of decline that is roughly consistent with guidance being provided across the industry.

8 8 Semiconductor DQ Monday Report, Issue 43 New Reports Worldwide Cellular/PCS Handset Semiconductor Market Forecast, : 3Q02 Update Semiconductor component suppliers to the mobile phone market saw increased demand in 1H02. However, there are signs of a flattening market in 3Q02 and 4Q02 as phone vendors reduce their forecasts. (Gartner Dataquest Market Statistics, SCSA-WW-MS-0131, 24 October 2002, $1,495) How to Be a Top Wireless Semiconductor Supplier The top five wireless semiconductor suppliers have attained their industry positions by achieving success in four key areas. (Gartner Dataquest Perspective, SEMC-WW-DP-0196, 24 October 2002, US$795) EMEA Microcontroller Market Review, 2001 The automotive industry was the main destination for microcontrollers sold in Europe, the Middle East and Africa in 2001, and will remain a strong growth opportunity. (Gartner Dataquest Focus Report, SCSI-WW-FR-0122, 24 October 2002, US$1495) Asia/Pacific Semiconductor Packaging and Assembly Facilities, 2002 Gartner Dataquest surveys the locations and capabilities of semiconductor packaging and assembly facilities in Asia/Pacific in (Gartner Dataquest Market Statistics, SCSI-AP-MS-0119, 24 October 2002, US$6,995) Worldwide Semiconductor Packaging and Assembly Facilities, 3Q02 (Executive Summary) The trend to outsource the assembly and packaging of semiconductors continues in contract facilities worldwide. (Gartner Dataquest Executive Summary, SEMC-WW-EX-0171, 23 October 2002, US$195) Asia/Pacific Semiconductor Market Trends for Data Processing Applications An analysis and discussion of the semiconductor market for data processing applications in Asia/Pacific centers on five major regions because of their high-volume production of data processing equipment. (Gartner Dataquest Focus Report, SCSI-AP-FR-0126, 22 October 2002 US$1,295) Powering Next-Generation Wireless Much of system-on-a-chip integration focuses on the signal chain. However, power has a much larger role to play. (Gartner Dataquest Perspective, SEMC-WW-DP-0201, 22 October 2002, US$495) Get "Alert"ed to the Latest in Semiconductor Research Would you like to be notified by when the latest semiconductor research has been published? If so, all you have to do is follow these simple instructions to set up an "Alert." Click the button "Alerts" at the bottom of the gartner.com home page. A small screen will open with a button in the top right corner labeled "Create/ Modify Personal Alert." Click on this button. In the field labeled "Create/Modify Alert Name:" enter "semiconductors." In the field labeled "Search for the Following Words:" enter "semiconductor." Under "Search Content:" click on "All Content." (Please be advised that if you search "All Content" you may not have access to the publication unless you subscribe to its respective cluster.)

9 Semiconductor DQ Monday Report, Issue 43 9 Under "Search the..." select "Title," "Full Text" and "Summary." Under "Topic" select "Semiconductor Market Data." Under "Type" select "Market Analysis," "Strategy Trends," "News," and "Market Statistics." Leave "Region:" and "Industry:" blank. Under "Send This Alert To:" type your address. Under " frequency:" select "Daily," "Weekly" or "Monthly." Click on "Update" at the bottom of the page. Upcoming Gartner Conferences Gartner and Gartner Dataquest host the IT industry's most respected conferences and strategic forums in locations around the world. For more information, please contact Gartner Worldwide Events from within the United States at or visit the Gartner Web site at gartner.com. Gartner Dataquest Technology Pipeline: From Semiconductors to User Adoption 5 Through 7 November Los Angeles Looking for answers that will shed some light on the future of the semiconductor industry? Need to know when businesses and consumers will start buying again? Searching for information that will help your company keep up with escalating demand 24x7? Plan to attend Gartner Technology Headlight, 5 through 7 November. By consulting with the top Gartner analyst team and getting advice from recognized industry experts, you'll emerge from this conference with a sound technology strategy that will help your organization meet the demands of your established customer base as well as address the needs of emerging customer segments. And, you'll get to see the latest technology from our corporate sponsors and IT vendor demonstrators for hands-on learning about innovative products and services. As a user of technology you'll learn how to do the following: Get the most for your technology purchasing dollars Deploy technology infrastructure for competitive business advantage Maximize enterprise IT efficiency at the lowest TCO Understand the impact of emerging technologies Plan for orderly transitions Prepare for the future As a vendor of technology you'll learn about the following: Trends and directions of key technology markets The real-time enterprise Mobility and wireless Content management

10 10 Semiconductor DQ Monday Report, Issue 43 IA-32 vs. IA-64 vs. RISC Policy-based computing and grid computing As an investor in technology you'll learn how to do the following: Review what technology areas are hot or will be Prioritize investment opportunities Understand key survival and success criteria The following should attend: Strategic planners Server, storage and network planners Mobile computing planners Data center managers, administrators and architects Server and network operations managers Procurement managers IT managers CIOs IS executives Business executives Engineering project managers Component and system vendors IT vendor marketing VPs IT vendor strategic planners IT vendor product marketing managers Market and financial analysts You'll learn how to understand the following semiconductor market opportunities: Wired communications semiconductor outlook Design starts Barometer to future ASIC/SOC revenue What are the top-selling devices, and what is driving demand? What are the key technologies in next-generation products? How can semiconductor manufacturers best capitalize on this opportunity? Semiconductor manufacturing outlook: When will the upturn start? Pricing Early-bird discount (if payment is received by 25 September) is US$1,295 for Gartner clients, US$1,595 for nonclients. Standard price is US$1,495 for Gartner clients, US$1,795 for nonclients. Client discount applies to clients retaining more than US$5,000 in contract value.

11 Semiconductor DQ Monday Report, Issue Why Gartner Technology Headlight Is No. 1 Only Gartner Dataquest can put on an event of the scope of Technology Headlight This conference offers qualitative and quantitative views of technology markets and technology from end-user and vendor perspectives. The industry's largest analyst team, Gartner deploys more than 500 dedicated, full-time analysts to provide an unrivaled depth of industry expertise. Gartner Technology Headlight showcases the industry's most exciting products. You'll walk away with a short-list of vendors and products, dramatically shortening your procurement cycle. This is the hard data only Gartner Dataquest can provide for quantitative analysis of the technology marketplace. In this tight economic environment, you simply cannot afford to make anything less than the best technology investment. Gartner Dataquest can guide you to the most effective enterprise infrastructure, technology and systems management software, as well as the emerging business applications that will add the most value. For more information, please contact Ashley Pearce at (in the United States) or (outside the United States). You can ashley.pearce@gartner.com and check out the Web site at gartner.com/2_events/ conferences/scon6/scon6.jsp. Semiconductor and Emerging Technology Conference What Will Sustain Growth? 6 and 7 November Martinez Hotel, Cannes, France Consumer demand for semiconductor-based technology is poised for explosion. Renewed corporate spending is on the horizon. How should your organization respond? Technology is emerging: wireless LAN, biometrics and MPEG4. Traditional sectors have a different business dynamic. What impact will this have on your IT strategy? This conference will examine the entire semiconductor industry supply chain and analyze high-impact, emerging technologies that will shape the future. Last year this event was oversubscribed so book early to avoid disappointment. This year's event will coincide with the Gartner Symposium/ITxpo. Attend Gartner's European Semiconductor and Emerging Technologies conference, and you will receive a pass to access the ITxpo show floor. See many of the latest IT products hard at work: in one place at the same time. And, as well as the ITxpo pass, you will also be invited to attend the ITxpo cocktail reception on 6 November at no extra cost. This is a great networking opportunity and a chance to meet colleagues, peers and Gartner analysts.

12 12 Semiconductor DQ Monday Report, Issue 43 What You Will Learn The conference provides a valuable perspective on what will sustain industry growth and why the following emerging technologies will present growth opportunities in the semiconductor industry: Wireless applications Automotive telematics Smart cards and biometrics Digital television Semiconductor intellectual property Who Should Attend? Business Executives CEOs, business managers and business strategists from semiconductor vendors and semiconductor industry participants should attend. Sales and Marketing Executives Professionals responsible for directing strategic marketing initiatives for semiconductorbased, and -derived technologies should attend. Technology Strategists Professionals responsible for investigating emerging trends and defining strategies for semiconductor and related technologies should attend. Funding and Investment Analysts Professionals responsible for evaluating and advising on financial decisions related to semiconductor vendors, electronic equipment OEMs and emerging technology startups should attend. Pricing Standard pricing is as follows: 1,050 euros for Gartner clients 1,250 euros for nonclients Registrations may be cancelled, in writing, before 23 October; a handling charge of 250 euros will be incurred. Cancellations received after 5 p.m. on 23 October and nonattendance will be subject to the full conference registration fee. Substitutions may be made at anytime before the start of the program. Why Attend? Gather information to make decisions from a source you can trust. Gartner and Gartner Dataquest are recognized for breadth of knowledge, depth of detail and commitment to objectivity. With unrivaled industry expertise, qualitative and quantitative views of markets and technology from end-user and vendor perspectives, you can gain an understanding of semiconductors, market forecasts, consumer attitudes, emerging technology and much more by attending this event. Please direct all inquiries regarding this conference to Pat Pearce You can pat.pearce@gartner.com and check out the Web site at gartner.com/2_events/ conferences/sem1i/sem1i.jsp.

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14 14 Semiconductor DQ Monday Report, Issue 43 For More Information... In the United States: In Europe, the Middle East and Africa: In Asia/Pacific: In Japan: Gartner Interactive: The content herein is often based on late-breaking events whose sources are believed to be reliable. Gartner disclaims all warranties as to the accuracy, completeness or adequacy of the information. Gartner shall have no liability for errors, omissions or inadequacies in the information contained herein or for interpretations thereof. The conclusions, projections and recommendations represent Gartner's initial analysis. As a result, our positions are subject to refinements or major changes as Gartner analysts gather more information and perform further analysis. Entire contents 2002 Gartner, Inc. All rights reserved. Reproduction of this publication in any form without prior written permission is forbidden Gartner, Inc. All rights reserved