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To: BUGGI-WO who wrote (3413)	2/16/2008 1:23:16 PM
From: bobs10	Read Replies (1) \| Respond to of 4590

you: The world is really going to a phone production around 1500mio./year in a few years. me: Yeah, if I had to pick a part of the tech area that looked the most recession proof it would be handsets, in particular low/mid end stuff. This cell/handset stuff is still too new, kind of like PCs were in the nineties. Lots and lots of room to grow. And as you said, unlike most other consumer items, handsets are much more in the necessity than luxury area. Not too many iPhones are being sold in China/India, but upward creep will occur over time. Hopefully just as Eclipse is coming online in a big way.

To: BUGGI-WO who wrote (3413)	2/21/2008 1:46:15 PM
From: Petz	Respond to of 4590

Apple lowering its NAND usage forecast is one thing hanging heavily on SPSN, I suspect. See this note from Seekingalpha - seekingalpha.com NAND market in trouble after Apple slashes order estimate. iSuppli cut its global NAND flash outlook to single-digits, down from 27% revenue growth, due to waning consumer confidence amid a U.S. subprime mortgage crisis. "Unless the economy recovers vigorously later this year, last year's DRAM market disaster could be repeated in NAND this year," it says. iSuppli notes Apple (AAPL), the world's number-three NAND buyer for its flash-based iPods, slashed its NAND order forecast significantly. ------------- Petz