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Technology Stocks : Semi Equipment Analysis

SOXX 344.71

-1.1%

Jan 23 4:00 PM EST

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To: Sam who wrote (45547)	10/11/2009 12:09:32 PM
From: Donald Wennerstrom	Read Replies (1) of 95761

Sam, The author of the article makes some good points about the demand environment and the need for increased production. <<Driven by demand for handheld and wireless consumer, computer and communications devices flash bit volumes increased by triple-digit figures between 2005 and 2008. NAND flash bit volume is forecast to increase by 83 percent in 2009 and is expected to double each year through 2013.>> It will be interesting to see how this demand translates into increased capital equipment expenditures - a complex process that will lead to positive results, but just how good is the question.

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