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September 12th, 2005
Texas Instruments and Intel Give Semiconductor Financial
Projections
Both Intel Corp. and Texas Instruments announced new revenue projections
for the current quarter. Intel Corporation has narrowed the range for revenue it expects in the third quarter. It now sees
revenue in the order of $9.8 billion to $10 billion, compared to a previous forecast of $9.6 billion to $10.2 billion.
Texas Instruments Inc. expects that its revenue will fall between
$3.48 billion and $3.62 billion, up from the company’s previous projection range of $3.29 billion and $3.56 billion.
Of that revenue, semiconductor revenue has been forecast at between $3.02 billion and $3.14 billion. This compares to the
previous chip revenue forecast of between $2.835 million and $3.065 million. For the sensors and control division, which includes
RFID devices and sensors for the automotive industry, revenue is forecast between $280 million and $290 million, which has
been narrowed from the previous forecast of between $275 million and $295 million. Projected Educational and Productivity
revenue was also given. It is expected to end up somewhere between $180 million and $200 million
September 7th, 2005
SigmaTel, Inc. (NASDAQ:SGTL), which just recently completed its
acquisition of Protocom, a multi-function imaging chip company, has now added multifunction peripheral (MFP) company with
the acquisition of Oasis Semiconductor, Inc.
According to the company’s CEO, Ron Edgerton, SigmaTel acquisition’s
strategy is critical to the company’s market strategy, "Expanding SigmaTel's product offerings and entering new markets
by acquiring complementary technology is a critical component of the company's ability to remain one of the industry's leading
and most dynamic developers of mixed signal semiconductor solutions. The Oasis acquisition marks SigmaTel's entry into the
MFP market and opens new imaging market opportunities and helps ensure we continue on our successful growth path."
Unique to Oasis’ semiconductor technology is that it enables
the printing of pictures without a PC. Users can take a picture on a cellular phone camera, transmit the image over the Internet
or through a USB port and print it out on a printer. Oasis’s historic focus has been on marketing products to
the MFP market, which includes peripherals that provide more than one function, like combo scanners, printers and fax machines.
The acquisition cost was $57 million with an add-on option of $25
million contingent with Oasis meeting revenue milestones in 2006. Although current information on Oasis’ revenue is
unavailable, an IPO filing in 2004 indicated the company had sales of about $36 million in the year ended 2003.
September 6th, 2005
ATI Technologies Inc. (NASDAQ:ATYT)(TSX:ATY) one of the top market
share leaders in the graphic processor market has revised its revenue projections downward for its fourth quarter. Instead
of revenues in the range of $550 million to $580 million, the company now projects revenues in the range of of $465 million
to $480 million. ATI indicated that its desktop products were off in terms of both units and average selling prices
in its channels. David Orton, the CEO of ATI however expressed optimism about the future, "This has clearly been
a challenging and disappointing quarter for ATI and we are committed to resolving our operational issues. Despite our short
term difficulties, we are optimistic about the future. We continue to gain traction in our integrated and consumer businesses.
We are also confident that our upcoming desktop product launch will allow us to reclaim top-to-bottom technology leadership
in discrete graphics."
ATI’s revenue projection is lower than what its major competitor,
NVIDIA Corporation (NASDAQ: NVDA) reported for its second quarter of fiscal 2006 ended July 31, 2005. NVIDIA revenues for
that quarter were $574.8 million.
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