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To: maceng2 who wrote (168189)	5/25/2002 5:05:40 PM
From: maceng2	Read Replies (1) \| Respond to of 436258

opps ,speed entering the ice field revised upwards messages.yahoo.com from 30 knots to 46+ knots (top speed unknown). Captain decides going though ice fields faster is safer, as you spend less time in them. Have I made a math error somewhere?. Semiconductor data wrong??

To: maceng2 who wrote (168189)	5/25/2002 5:36:58 PM
From: Earlie	Read Replies (2) \| Respond to of 436258

Pearly: LOL!! Not just icebergs in their path..... also hurricanes, tidal waves, perfect storms and even "offshore" locust plagues. (g) Best, meteorologist, Earlie

To: maceng2 who wrote (168189)	5/28/2002 9:24:52 AM
From: maceng2	Read Replies (1) \| Respond to of 436258

Chip market 'will grow again' The slump in demand caused prices to collapse World demand for chips is set to edge higher this year after 2001's dire slump, according to industry experts. Demand will grow by 2.3% in 2002, according to World Semiconductor Trade Statistics (WSTS). But that is still only a very gentle rebound from last year's 32% drop, the worst-ever decline in the industry's history endnippet news.bbc.co.uk ---------------------------------------------------------- OK so market dropped 32% last year (because of overcapacity) demand is up 2.3% this year. We have new fabs coming on line, usual fast technology learning curve and (if the news reports are to believed) an 70% to 80+% capacity utilization. Once again I would like to thank the LRCX bulls for keeping the shorts informed on this issue... messages.yahoo.com Some capacity related news... siliconstrategies.com I'm not a total pessimist, but I'm looking for words like "increased profit" and "stable (or increasing) ASP" though. Words like "revenue" and "capacity utilization" equals "channel stuffing" imho. I think the semis are dead on course to hit the huge iceberg (the supply channel), which like all icebergs only has a small percentage of it's mass showing....SOON