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Strategies & Market Trends : Technical analysis for shorts & longs

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Jan 26 4:00 PM EST

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To: Johnny Canuck who wrote (42566)	7/25/2005 4:28:22 PM
From: Johnny Canuck	Read Replies (1) of 70069

Survey sees strong growth in second-half Peter Clarke (07/25/2005 7:26 AM EDT) URL: eetimes.com LONDON — The markets for memory and power management chips are set to be the worst performing in a strongly growing semiconductor market over the next six months, according to a survey conducted by ChangeWave Reseach LLC. Some 29 percent of respondents see double-digit growth for the semiconductor industry in second half 2005, ChangeWave (Lancaster, Pennsylvania) said. Consumer electronics will drive the growth according to 48 percent of the respondents while 19 percent say it will be telecommunications and data networking that does the driving, ChangeWave added. On the company front, Samsung is seen as the top company gaining market share over the next six months, despite its heavy reliance on selling memory chips, while Silicon Image, Broadcom and Intel are also expected to show strong positive momentum. IBM, and AMD are both seen as losing momentum in the market over the next six months. Some 55 percent of the industry respondents said they think flash memory is likely to replace hard disk drives in many electronic devices within the next two years. At the same time 38 percent think this is unlikely and that HDDs will hold their place. At the same time 38 percent of respondents think NAND will perform best in the flash memory market, up 15-points since December, while only 3 percent think NOR-style flash can perform best. Nearly two thirds of respondents (63 percent) see increased capital spending on fab capacity coming over the next 12 months, an increase of 7-points from December 2004. ChangeWave received responses from 96 members of its semiconductor industry panel from which it compiled its results.

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