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To: Elmer Phud who wrote (178691)7/16/2004 2:33:44 PM
From: robert b furman  Read Replies (2) | Respond to of 186894
 
Hi elmerp,

Two of the three replace existing 200mm - so although still huge it is not all incrementally more.

Flash grew at 40 this qoq.

That's 40 % of a pretty big number.

Connectivity has been slow but at an all time record so -you don't get huge in a quarter.

If they really saw it backing up - they'd defer Capex and they've comfirmed.

I think that bodes well for the future and a lot of the fear mongering is second guessing.

The fact of expansion is to be viwed as a positive in my way of thinkng.

Bob



To: Elmer Phud who wrote (178691)7/16/2004 2:34:35 PM
From: Lizzie Tudor  Read Replies (2) | Respond to of 186894
 
what about the TVs? Did intel mention the penetration of solid state TVs in their call? It has to be a larger opportunity than PCs at this point, I would think.

I think the real problem with classic capex spending is this ongoing bear market in technology stocks. The tech industry relies on a healthy market as its capital. We haven't had that in years.


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