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To: Cary Salsberg who wrote (1070)1/26/2006 1:00:25 PM
From: Proud_Infidel  Respond to of 43297
 
Is it scary when global IC sales are also increasing at double digits? Or when global IC sales are at an all-time high and going higher? I agree with you that double digit growth can be scary, but it should not necessarily be so simply because it is double digit. The big picture must be looked at and whether capex is out of proportion with global IC sales. From almost all I can see, companies from Intel to AMD cannot meet demand.


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