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To: niek who wrote (1328)12/22/2006 11:11:05 AM
From: dr_elis  Read Replies (2) | Respond to of 43524
 
Maybe 2007 will be like 2006: Poor forecasts initially until the actual capex figures are announced. I fully expect to see heavy capex spending by AMD and INTC in 2007. The flash/DRAM bunch needs to spend big time as well because all of them participate in a competitive shootout. If they don´t invest NOW Samsung will have them for breakfast. In other words, the market in 2007 could well be driven by competitive forces (but not so much by demand).


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