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JAPAN ELECTRONICS: IC PACKAGES SECTOR UPDATE
Source: MORGAN STANLEY, DEAN WITTER
Author: MURATA, T.
Date: August 30, 2000
Report Number: 2276170
Total Pages (Billable): 8
Cost: $9.00 per page 
Full Report $72.00
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| Sections/Tables | Page |
| Table - Companies Featured | 1 |
| Investment Highlights | 1 |
| Transparency Comparatively High Through FY02 | 2-3 |
| Graph - Exhibit 1 Stock Price Performance Relative To Topix | 3 |
| Table - Exhibit 2 Valuation 1999-2001 | 3 |
| Table - Exhibit 3 MPU Package Road Map For Intel | 4 |
| Graph - Exhibit 4 Road Map Of MPU Package | 5 |
| Transparency Comparatively High Through FY02 (CONT) | 6 |
| Table - Ex 5 Market Share & Sales: Mpu Packages For Intel 1999-2001 | 6 |
| Transparency Comparatively High Through FY02 (CONT) | 6-7 |
| Disclosure | 8 |
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© 2000 Thomson Financial Networks. All rights reserved.
Dialog® File Number 745 Accession Number 102353
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Air Freight/Express Review - Industry Report
DILLON, READ & CO.
Pincavage, J.V.
November 13, 1995 (Page 0 of 7) All Pages
| Section/Tables | Page |
| Investment Highlights . | 1 |
| Table 1 - Stock Price, Earnings Data & Rating By Co 1994-96 . | 1 |
| Third Quarter Earnings Review And Stock Performance . | 1-2 |
| Table 2 - 3Q Financial Data By Company 1994-95 | 2 |
| Table 3 - 3Q Air Express Operating Data By Company 1995 . | 2 |
| Traffic Update | 3 |
| Recent Developments By Company | 3-5 |
| Table 4 - Airfreight Revenue Trends And Estimates 1994-95 . | 4 |
| Investment Conclusion . | 5 |
| Table 5 - Qtly Operating & Earnings Estimates By Co 1993-96 . | 5-6 |
| Table 6 - Valuation Model By Company 1996 . | 6-7 |
| Company Coverage | Page |
| AIR EXPRESS INTERNATIONAL CORP. (AEIC) | 1-2,5-7 |
| AIRBORNE FREIGHT CORP. (ABF) | 1-2,5-7 |
| FEDERAL EXPRESS CORP. (FDX) . | 1-2,4-7 |
| PITTSTON SERVICE (PZS) | 1-2,5-7 |
| Subjects | Page |
| ANNUAL/OPERATING RESULTS | 6-7 |
| COMPANY ANALYSES | 1-7 |
| CORPORATE STRATEGY | 4 |
| EARNINGS PER SHARE | 1,3,5 |
| EMPLOYEE/LABOR RELATIONS | 4 |
| FINANCIAL INFORMATION . | 2 |
| INDUSTRY OVERVIEW/OUTLOOK . | 5 |
| INDUSTRY STATISTICS . | 4,6 |
| INVESTMENT RECOMMENDATION . | 1 |
| MARKET COMMENTARY . | 3,5 |
| MARKET SHARE | 2 |
| ORDERS AND CONTRACTS | 2 |
| PROJECTIONS . | 1,5-7 |
| QUARTERLY/INTERIM RESULTS . | 5-6 |
| SALES/EARNINGS | 1-3,6-7 |
| STOCK TRANSACTIONS AND OWNERSHIP | 7 |
| SUPPLY & DEMAND . | 1,3-4 |
| VALUATION . | 1,6-7 |
| Products | Page |
| AIR FREIGHT SERVICES | 1,3-5 |
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DIALOG® File Number 545 Accession Number 5962554
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Air Freight/Express Review - Industry Report
DILLON, READ & CO.
Pincavage, J.V.
November 13, 1995 (Page 0 of 7) All Pages
Sections:
Traffic Update
Recent Developments By Company
Traffic Growth Continuing in 1995; Domestic RTMs Rise in September
Domestic air freight/express RTMs rose 1.1% in September,
reversing the August unfavorable comparison, and international RTMs for
U.S. scheduled airlines grew by only 1.6%, the lowest rate of the year.
Given that the U.S. Real GDP grew an estimated 4.2% in the third
quarter, one would have assumed that ton miles would have grown faster
than the 0.4% rate that occurred. Air freight is usually the first
freight mode to experience any changes in economic activity. It appears
that the weakness in retail sales may have been the problem, indicating
that primary manufactured goods increased and went into inventories and
did not move to final sale. If that turns out to be the case, then
there could be some catch-up freight movements in the fourth quarter.
We've kept our fourth-quarter domestic RTM growth forecast at 4% and
international at 10%, assuming that there will be some catch-up. Table
4 presents our forecast of monthly air freight/express revenue ton
miles for U.S. scheduled airlines in both domestic and international
markets.
Roadway Throws in the Towel on Global Air
Roadway Services decided to exit the air freight business by
selling Roadway Global Air (RGA) to a major international
transportation company after receiving a letter of intent. RGA has had
substantial losses since starting two years ago: the first-year loss
was $1.46 per share, and the company lost $1.18 in the first nine
months of 1995. The odds were that RGA would not have been able to turn
profitable for another few years and so the parent company wisely
decided to cut its losses now. The original idea of RGA was sound as it
accompanied Roadway Package Services' operations and allowed a broader
range of options to be marketed to the shippers.
Fedex Faces A Strike by Pilots on November 25
Fedex rejected an offer of arbitration for its first pilots'
contract and entered a 30-day cooling off period that will allow pilots
to strike at 12:01 a.m. on November 25. Fedex has been negotiating for
nearly a year and a half, and the union finally tired of the company's
tactics. Under the Railway Labor Act, if arbitration is rejected, a
30-day cooling off period begins to allow both parties time to return
to the bargaining table.
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DIALOG® File Number 545 Accession Number 5962551
