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Pastimes : Clown-Free Zone... sorry, no clowns allowed

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To: maceng2 who wrote (168189)	5/28/2002 9:24:52 AM
From: maceng2	Read Replies (1) of 436258

Chip market 'will grow again' The slump in demand caused prices to collapse World demand for chips is set to edge higher this year after 2001's dire slump, according to industry experts. Demand will grow by 2.3% in 2002, according to World Semiconductor Trade Statistics (WSTS). But that is still only a very gentle rebound from last year's 32% drop, the worst-ever decline in the industry's history endnippet news.bbc.co.uk ---------------------------------------------------------- OK so market dropped 32% last year (because of overcapacity) demand is up 2.3% this year. We have new fabs coming on line, usual fast technology learning curve and (if the news reports are to believed) an 70% to 80+% capacity utilization. Once again I would like to thank the LRCX bulls for keeping the shorts informed on this issue... messages.yahoo.com Some capacity related news... siliconstrategies.com I'm not a total pessimist, but I'm looking for words like "increased profit" and "stable (or increasing) ASP" though. Words like "revenue" and "capacity utilization" equals "channel stuffing" imho. I think the semis are dead on course to hit the huge iceberg (the supply channel), which like all icebergs only has a small percentage of it's mass showing....SOON

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