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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?


To: Return to Sender who wrote (9891)5/27/2003 7:22:21 PM
From: Cary Salsberg  Read Replies (1) | Respond to of 95730
 
RE: "Analysts note that only about 10%-15% of all desktops have flat panel screens - thus there is a huge replacement opportunity. If the corporate PC replacement cycle begins to occur, least 50%-60% of these machines will ship with flat panel displays."

I wonder how notebook computers fit here. I don't know why any corporate desktop PCs will be replaced by desktops.



To: Return to Sender who wrote (9891)5/27/2003 8:43:41 PM
From: Crossy  Read Replies (1) | Respond to of 95730
 
re: 6974.J (Nihon Inter) - Japan 335 Yen
Power Semiconductor Producer

Just announced a blowout year - great turnaround orchestrated by CEO PAtrick McGee (say IRF)

Sales up 20%, Record Profits, Turnround completed, even better times ahead.

Message 18978725

Still looks quite cheap internationally..
rgrds
CROSSY