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Technology Stocks : Semi Equipment Analysis
SOXX 314.52-0.6%Dec 11 4:00 PM EST

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From: Woody_Nickels10/31/2009 11:44:55 PM
2 Recommendations   of 95572
 
<<Semico Research Sees Strong 2010 for Chip Industry

David Lammers, News Editor -- Semiconductor International, 10/22/2009

Semico Research is predicting 20% IC revenue growth next year, followed by two years of stable growth. Another downturn will follow in 2013, with revenues declining in the face of continued good unit growth that year. "We are now seeing a V-shaped recovery," Semico founder Jim Feldhan said in Austin, Texas, "and there are some pretty cool electronics products coming to the market.">>

For the complete article see:

semiconductor.net

There's an interesting chart showing the drivers of chip usage
going back 50+ yrs., too.

Woody
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