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To: Pam who wrote (30405)	12/7/2005 8:55:41 AM
From: Pam	Respond to of 60323

This is from Monday- CIBC on SGTL is saying the opposite of what TWP is saying. But I would go with TWP in this case for the Nand story, it makes more sense. -Pam 05-Dec-05 07:39 ET In Play SigmaTel Q4 tracking well, but Apple may roll-out a new iPod Shiffle next year not using SGTL (SGTL) 15.57 : CIBC says its trip to Asia last week revealed several incremental data points impacting the MP3 market and, by extension, #1 MP3 IC supplier Sigmatel. On the positive side, demand and sell-through for MP3 players are running ahead of expectations. With one month left in the qtr, the firm thinks The co's Q4 is tracking well and that the firm's below-Street ests. for $82M and $0.12 could be conservative. However, the co's checks indicate that Apple (AAPL) is planning to introduce an updated version of its popular iPod Shuffle with a display next year. Checks suggest that Apple is unlikely to continue using SGTL silicon.

To: Pam who wrote (30405)	12/7/2005 11:41:30 AM
From: sdpjf	Read Replies (1) \| Respond to of 60323

I love all of this talk about capacity. There is a joke line that goes something like this: The Japanese eat less fat than the Americans but have more heart attacks. The Mexicans eat more fat than the Americans but have fewer heart attacks. Italians drink more red wine than the Americans but have more heart attacks, The French drink more wine than the Americans but have fewer heart attacks, and so on. Supply is constrained, this is good. Supply is constrained, this is bad. Supply will be in balance, this is very very good. supply is nearing a balance, this is worse than bad. Oh my!! Peter