Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 314.52

-0.6%

Dec 11 4:00 PM EST

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To: Donald Wennerstrom who wrote (36089)	10/2/2007 2:41:23 PM
From: robert b furman	Read Replies (1) of 95572

HI Don, With unit counts going up and ASP's going down - it is hard to judge where total revenue comes in for chip makers. Hopefully chip makers will take a page out of the OPEC Cartel play book and flatline Caperx to where we have a shortage such as what is happing in NAND and prices /margins will give us the profits to justify Capex into 45/65nm 300mm fabs. What we need is a shortage of electronics that drives demand into Q1 2008,just as Vista and Wimax gain traction. The Halo 3 phenom is proof of how far new sectors of electronics have permeated our society. I can feel the worm turning. Its been a long time since tech has been viewed favorably. Bob

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