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Technology Stocks : Semi Equipment Analysis

SOXX 346.30

-4.1%

Jan 30 4:00 PM EST

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To: etchmeister who wrote (29090)	3/7/2006 1:59:31 PM
From: sixty2nds	Read Replies (1) of 95821

Here's more from FCS...13:05 FCS Fairchild Semi at Morgan Stanley Conference (17.29 -0.57) -Update- Co states can not comment on INTC or market share in that space; says shift in market share does not effect co; states demand environment is strong; sees good strength in notebooks... also notes monitor business is strong; believes they are gaining share on smaller mini drives in the storage space... co does want to keep lead times down on some of the bigger margin items... says focus products especially the analog business lead times is under 10 weeks (was previously in the mid-teen levels)... co says they are not interested in divesting... co says will have very strong growth in analog; notes analog grows faster than discrete anyway... co believes industrial is a potentially strong area for them; notes space tends to have better margins.

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