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Technology Stocks : Semiconductor Fundamentals
SMH 363.73-1.3%Oct 30 5:00 PM EST

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To: cordob who started this subject2/11/2003 5:11:07 PM
From: cordob   of 82
 
A message from AMD about cost cutting:
biz.yahoo.com

At the bottom of this:
Earlier at the conference, being held in San Francisco, Banc of America Securities semiconductor analyst Douglas Lee forecast a modest recovery for the industry this year, with its first growth in two years. He projected 10 percent growth for 2003 and 20 percent to 25 percent growth for 2004.

If these numbers are made this will be a significant turnaround for most of the industry, I think.

Cheers
Cor
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