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Technology Stocks : Novellus

NVLS 2.400

+2.1%

Jul 24 5:00 PM EST

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From: etchmeister	8/30/2007 12:39:25 AM
	of 3813

I always thought the financial community is so eager to anticipate - they seem to be pretty good to predict the top after missing the upturn in the early stage: Who gets Toshiba business? speak up you "experts" August 29, 2007Issue 1778 Toshiba shifts to profitable growth 29 August, 2007 TBR believes Toshiba's aggressive strategy of increasing the company's market share across its business segments is succeeding and the company is now shifting its focus to profitable growth. Though Toshiba's TBR score declined sequentially for the past two quarters, we believe the company's future growth prospects put it in a positive position moving forward. TBR expects the company's growth to come from a focus on offering more profitable products across all of Toshiba's business segments. We believe Toshiba must focus on more profitable products in the PC market, like the Protégé notebook series. Our analysis suggests Toshiba's recent market share gains were partly at the expense of Dell, as that company suffers from supply problems associated with its custom-colored notebooks. During 2Q07, Toshiba announced its intent to implement AMD processors into its notebooks, which will allow the company to further reduce its PC ASP toward its goal of market share gains. TBR believes another way the company will reach that goal is through the implementation of its new HD-DVD optical drive as a value proposition to its notebook PCs. TBR believes Toshiba will leverage a similar aggressive pricing strategy while focusing efforts on more profitable products in its semiconductor businesses. TBR expects Toshiba to remain price competitive in its semiconductor business. We believe the company will continue investing in creating smaller and more powerful processors due to the higher margins and demand associated with the newest and smallest semiconductors. TBR believes Toshiba's joint venture with SanDisk toward building 300mm wafer fabrication facility 'Fab 4' by 2009 coincides with the company's goal of offering profitable products. The NAND flash memory plant will produce 100,000 wafers per month at full expansion and we believe the facility will keep Toshiba at the top of the semiconductor technology curve. Toshiba receives a large portion of revenue and operating profits from its PC and semiconductor businesses and we believe the company will rely on both businesses to increase market share and promote profitable growth in future quarters. www.tbri.com.

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