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To: niek who wrote (1141)	6/27/2006 1:52:13 PM
From: etchmeister	Read Replies (1) \| Respond to of 42753

and thus foresee a relatively uninspiring near-term outlook for TSMC," Ong said. "Fab capacity remains tight at the leading edge nodes at 130-nm and below." Not sure what they are looking for and I'm not going to bother anymore - tomorrow Micron. Did you review latest Samsung update from June?

To: niek who wrote (1141)	6/27/2006 3:33:46 PM
From: etchmeister	Read Replies (1) \| Respond to of 42753

Some data from the heart and soul of notebook manufacturing: Taiwan notebook makers shipped 13.8 million units in the first quarter of 2005, down 12% from the previous quarter, as inventory and supply issues served to further weaken a traditional down quarter. On-year growth fell to 38% in the quarter, compared to 48% during the same period last year. It looks as units are actually up on year to year base (looking at the table -see link- unit growth appears very healthy - 30% or so) but the shift towards emerging markets and perhaps AMD caused drop in ASP. So it's really not a unit demand issue like the report indicates - it's the drop in ASP. niek do you agree or am I missing something here comments very welcome digitimes.com