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Technology Stocks : Altera
ALTR 53.61+1.3%Jul 7 5:00 PM EST
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To: Cary Salsberg who wrote (2340)11/4/2005 9:56:43 AM
From: Kirk ©  Read Replies (2) of 2389
 
:RE: "I carry my umbrella as a precaution. I might think the chance of rain is only 30%. Similarly, Altera made a cautious forecast, which might have been prompted by what they think is a 30% chance that the consumer would be weak."

What probably matters is how much capacity that have booked at the foundries. If they have not reserved enough capacity, they might find it harder to ramp for a sunny day than someone else who brought sunscreen rather than an umbrella.

With foundries reporting running at 100% capacity for advanced processes, this can be key.

Of course, since I have much more in tool makers than chip designers, it would be a good thing to see a chip shortage due to not ordering enough for foundries to buy more capacity. I'll have a real chuckle if we run full circle and people decide again that the only way to control their destiny is to own their own fabs....
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