Semi Equipment Analysis Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Semi Equipment Analysis

SOXX 309.36

+2.2%

Dec 3 4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Donald Wennerstrom who wrote (15782)	6/17/2004 12:40:04 PM
From: Donald Wennerstrom	Read Replies (1) of 95520

WR Hambrecht Discusses Semiconductor Devices <<Ridgeland, MS, JUN 17, 2004 (EventX/Knobias.com via COMTEX) -- WR Hambrecht believes the NAND Flash industry will continue to experience strong demand in 2004-05 from digital still cameras, MP3 players, USB drives, Camcorders and handsets. They see bit demand increasing by 211% in 2004 and by 96% in 2005 and NAND flash supply increasing by 224% in 2004 led by a 235% bit supply increase. Towards the end of 2004, the firm thinks supply could slightly outpace demand with 2005 being a year of oversupply. Despite the possible oversupply, they think the NAND flash industry is one of the best ways for investors to play the second leg of the semiconductor cycle and to take advantage of the explosive growth in consumer devices.>>

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next