Semi-Equips - Buy when BLOOD is running in the streets! Message Board

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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!

LRCX 166.37

+4.4%

Nov 10 3:59 PM EST

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To: SemiBull who wrote (10535)	7/23/2002 8:43:51 PM
From: SemiBull	of 10921

Future Horizons sees recovery By Anthony Clark EE Times UK (07/23/02 06:16 a.m. EST) Industry analyst Malcolm Penn, chairman and CEO of research group Future Horizons, says there are clear signs of a recovery next year but 2002 will continue to be tough. He predicts that the overall value of worldwide semiconductor output will grow by 3.6% during 2002, but for Europe it will be — 7% as a result of manufacturing capacity moving to the Far East. "It's 3.6% growth only if average selling prices (ASPs) stabilise and start to go up," added Penn. "Pricing is holding back market growth. It is profitless growth at the moment — we're not making the margins. "We're running hard to get nowhere. It's awful, we need an ASP increase." But for 2003, Penn expects to see worldwide growth of 26.3%: "The three horsemen should be pulling together by Q1 2003, but the biggest problem is the possibility of a double dip in the US economy. 2003 should be good — hang on to your hats."

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