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Technology Stocks : Altera -- Ignore unavailable to you. Want to Upgrade?

To: Cary Salsberg who wrote (2340)	11/4/2005 9:56:43 AM
From: Kirk ©	Read Replies (2) \| Respond to of 2389

:RE: "I carry my umbrella as a precaution. I might think the chance of rain is only 30%. Similarly, Altera made a cautious forecast, which might have been prompted by what they think is a 30% chance that the consumer would be weak." What probably matters is how much capacity that have booked at the foundries. If they have not reserved enough capacity, they might find it harder to ramp for a sunny day than someone else who brought sunscreen rather than an umbrella. With foundries reporting running at 100% capacity for advanced processes, this can be key. Of course, since I have much more in tool makers than chip designers, it would be a good thing to see a chip shortage due to not ordering enough for foundries to buy more capacity. I'll have a real chuckle if we run full circle and people decide again that the only way to control their destiny is to own their own fabs....

To: Cary Salsberg who wrote (2340)	11/12/2005 12:17:11 PM
From: michael97123	Respond to of 2389

Hi Cary, Has been unusually mild in the northeast so far and here in NJ, regular gas has been seen as low as $2.15. All the gloom and doom about the consumer dealt with $3 gas. Yesterday a station outside of DC sold regular for $1.97. If the winter stays warm or at least the late fall early winter stays warm, sticker shot on heating bills wont be seen until late January/early February. Personally i think Christmas will now exceed expectations and will have a trickle up effect to many companies. All this can be undermined by exigent events now unknown. Mike