Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: Proud_Infidel who wrote (17081)	1/10/2006 10:27:05 PM
From: Gottfried	Read Replies (1) \| Respond to of 25522

All SEMI/SIA charts updated with November data [stock prices December] home.comcast.net PS: SIA ww chip sales from 1990 is a newer chart home.comcast.net

To: Proud_Infidel who wrote (17081)	1/10/2006 10:45:02 PM
From: etchmeister	Read Replies (2) \| Respond to of 25522

DRAM glut seen in '06, says Dataquest (I'm kind of lost - glut and shortage at the same time; sounds like a "typical" LaPledus - think before you print) Mark LaPedus EE Times (01/10/2006 7:05 PM EST) HALF MOON BAY, Calif. — The semiconductor industry is expected to see decent growth in 2006, but there are some possible red flags on the horizon, including a DRAM glut, warned an analyst with Gartner/Dataquest Inc. Klaus Rinnen, an analyst with Gartner/Dataquest, predicts 7.6 percent growth for ICs in 2006. Capital spending, however, will fall 0.4 percent this year, he said. “The sky is not all blue,” Rinnen said during a presentation here. There are several issues in the marketplace, which could stunt the growth this year. One of those issues is that overall “empty shell” capacity is at a historical low, he said. There also could be too much capacity in the DRAM industry, causing a possible oversupply situation in DRAMs in the second half of 2006, he said. There are other ominous signs, including an ongoing polysilicon shortage and a tightening supply for substrates in packaging, he added.