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Technology Stocks : Semi Equipment Analysis
SOXX 330.35+0.5%Jan 12 4:00 PM EST
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From: etchmeister2/22/2006 11:24:45 AM
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Mobo makers said to be expecting lull in market until Intel price cuts come into effect in 2Q
(actually there are some blurbs in DT; if 65nm is more cost effective than Intel should have better leverage in cutting price - on the other hand the looming price cuts promote a wait and see attitude)

Mobo, chipset | Feb 14, 22:28
With reports surfacing that Intel will lower prices for its 65nm Pentium D 9xx-series processors by 13-50% on April 23, Taiwan motherboard makers realize that although the price cuts may be a boon for the market, there will now be a temporary lull in the PC market, as players wait before making any unnecessary moves. Read more

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